Steward Partners Investment Advisory’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Steward Partners Investment Advisory’s Portfolio DJIA Stock Details DJIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.8K	Hold	1,988	–	–	﹤0.01%	2880
2025 Q4	$43.7K	Hold	1,988	–	–	﹤0.01%	2745
2025 Q3	$43.4K	Hold	1,988	–	–	﹤0.01%	2679
2025 Q2	$43.1K	Hold	1,988	–	–	﹤0.01%	2547
2025 Q1	$43.9K	Hold	1,988	–	–	﹤0.01%	2450
2024 Q4	$44.6K	Hold	1,988	–	–	﹤0.01%	2397
2024 Q3	$45.8K	Hold	1,988	–	–	﹤0.01%	2271
2024 Q2	$43.9K	Hold	1,988	–	–	﹤0.01%	2166
2024 Q1	$45.3K	Hold	1,988	–	–	﹤0.01%	2167
2023 Q4	$43.6K	Hold	1,988	–	–	﹤0.01%	2056
2023 Q3	$42.4K	Hold	1,988	–	–	﹤0.01%	1979
2023 Q2	$44K	Hold	1,988	–	–	﹤0.01%	1936
2023 Q1	$43.2K	Hold	1,988	–	–	﹤0.01%	1921
2022 Q4	$42.9K	Buy	+1,988	New	+$43.2K	﹤0.01%	1902

Other funds holding DJIA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MCM

Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

Steward Partners Investment Advisory's DJIA Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Global X Dow 30 Covered Call ETF (DJIA) position steady in Q1 2026 at 1,988 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2880.

Steward Partners Investment Advisory first reported a position in DJIA in Q4 2022 and has held it in 14 quarters since. The position peaked at $45.8K in Q3 2024. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

Steward Partners Investment Advisory held 1,988 shares of Global X Dow 30 Covered Call ETF worth $41.8K as of Q1 2026.
Steward Partners Investment Advisory left its Global X Dow 30 Covered Call ETF share count unchanged in Q1 2026.
Global X Dow 30 Covered Call ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2880 holding.
Steward Partners Investment Advisory first reported a position in Global X Dow 30 Covered Call ETF in Q4 2022 and has held it in 14 quarters since.
Steward Partners Investment Advisory's Global X Dow 30 Covered Call ETF position peaked at $45.8K in Q3 2024.
51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.