Valicenti Advisory Services’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Valicenti Advisory Services’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 Q2	$216K	Buy	+9,740	New	+$211K	0.04%	81

Other funds holding DJIA

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return