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Westwood Holdings Group’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Westwood Holdings Group’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
2023
Q1 		– Sell
-804
Closed -$17K – 511
2022
Q4 		$17K Buy
+804
New +$17.5K ﹤0.01% 547

Other funds holding DJIA

T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Westwood Holdings Group's DJIA Position: Q1 2023 in Review

Westwood Holdings Group sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q1 2023, closing a stake of 804 shares — an estimated $17K sold.

Westwood Holdings Group first reported a position in DJIA in Q4 2022 and held it in 1 quarter. The position peaked at $17K in Q4 2022. 27 funds tracked by Wall St. Rank hold DJIA as of Q1 2023.

  • Westwood Holdings Group reported no remaining Global X Dow 30 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 804 Global X Dow 30 Covered Call ETF shares in Q1 2023, an estimated $17K.
  • Westwood Holdings Group first reported a position in Global X Dow 30 Covered Call ETF in Q4 2022 and held it in 1 quarter.
  • Westwood Holdings Group's Global X Dow 30 Covered Call ETF position peaked at $17K in Q4 2022.
  • 27 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.