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Strategic Wealth Partners’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Strategic Wealth Partners’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
2025
Q4 		– Sell
-3
Closed -$66 – 1482
2025
Q3 		$66 Hold
3
– – ﹤0.01% 1286
2025
Q2 		$65 Buy
+3
New +$64 ﹤0.01% 1114

Other funds holding DJIA

LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Partners's DJIA Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q4 2025, closing a stake of 3 shares — an estimated $66 sold.

Strategic Wealth Partners first reported a position in DJIA in Q2 2025 and held it in 2 quarters. The position peaked at $66 in Q3 2025. 49 funds tracked by Wall St. Rank hold DJIA as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Global X Dow 30 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 3 Global X Dow 30 Covered Call ETF shares in Q4 2025, an estimated $66.
  • Strategic Wealth Partners first reported a position in Global X Dow 30 Covered Call ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's Global X Dow 30 Covered Call ETF position peaked at $66 in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.