WCG Wealth Advisors’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

WCG Wealth Advisors’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	$708K	Sell	33,651 -2,247	-6%	-$49.4K	0.02%	418
2025 Q4	$790K	Sell	35,898 -19,841	-36%	-$441K	0.02%	388
2025 Q3	$1.22M	Buy	55,739 +2,018	+4%	+$43.8K	0.08%	208
2025 Q2	$1.16M	Buy	53,721 +26,171	+95%	+$558K	0.08%	209
2025 Q1	$608K	Buy	+27,550	New	+$623K	0.05%	229

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

WCG Wealth Advisors's DJIA Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Global X Dow 30 Covered Call ETF (DJIA) stake by 6.3% in Q1 2026, selling an estimated $49.4K and leaving 33,651 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #418.

WCG Wealth Advisors first reported a position in DJIA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q3 2025. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

WCG Wealth Advisors held 33,651 shares of Global X Dow 30 Covered Call ETF worth $708K as of Q1 2026.
WCG Wealth Advisors sold 2,247 Global X Dow 30 Covered Call ETF shares in Q1 2026, an estimated $49.4K.
Global X Dow 30 Covered Call ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #418 holding.
WCG Wealth Advisors first reported a position in Global X Dow 30 Covered Call ETF in Q1 2025 and has held it in 5 quarters since.
WCG Wealth Advisors's Global X Dow 30 Covered Call ETF position peaked at $1.22M in Q3 2025.
51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.