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Verity Asset Management’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Verity Asset Management’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
2024
Q3 		– Sell
-14,156
Closed -$313K – 211
2024
Q2 		$313K Buy
14,156
+42
+0.3% +$933 0.12% 140
2024
Q1 		$322K Sell
14,114
-30
-0.2% -$670 0.18% 138
2023
Q4 		$310K Sell
14,144
-425
-3% -$9.14K 0.2% 129
2023
Q3 		$311K Buy
+14,569
New +$321K 0.23% 115

Other funds holding DJIA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Verity Asset Management's DJIA Position: Q3 2024 in Review

Verity Asset Management sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q3 2024, closing a stake of 14,156 shares — an estimated $313K sold.

Verity Asset Management first reported a position in DJIA in Q3 2023 and held it in 4 quarters. The position peaked at $322K in Q1 2024. 33 funds tracked by Wall St. Rank hold DJIA as of Q3 2024.

  • Verity Asset Management reported no remaining Global X Dow 30 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
  • Verity Asset Management sold 14,156 Global X Dow 30 Covered Call ETF shares in Q3 2024, an estimated $313K.
  • Verity Asset Management first reported a position in Global X Dow 30 Covered Call ETF in Q3 2023 and held it in 4 quarters.
  • Verity Asset Management's Global X Dow 30 Covered Call ETF position peaked at $322K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q3 2024.

Based on Verity Asset Management's 13F filing for Q3 2024, filed 31 Oct 2024.