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Wellington-Altus USA’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Wellington-Altus USA’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 		$3.41K Buy
+162
New +$3.51K ﹤0.01% 626
2026
Q1 		– Sell
-162
Closed -$3.56K – 712
2025
Q4 		$3.56K Buy
+162
New +$3.6K ﹤0.01% 633

Other funds holding DJIA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Wellington-Altus USA's DJIA Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Global X Dow 30 Covered Call ETF (DJIA) in Q2 2026: 162 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in DJIA as recently as Q4 2025.

Wellington-Altus USA first reported a position in DJIA in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.56K in Q4 2025. 51 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

  • Wellington-Altus USA held 162 shares of Global X Dow 30 Covered Call ETF worth $3.41K as of Q2 2026.
  • Global X Dow 30 Covered Call ETF was a new Wellington-Altus USA position in Q2 2026.
  • Global X Dow 30 Covered Call ETF made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #626 holding.
  • Wellington-Altus USA first reported a position in Global X Dow 30 Covered Call ETF in Q4 2025 and has held it in 2 quarters since.
  • Wellington-Altus USA's Global X Dow 30 Covered Call ETF position peaked at $3.56K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.