XML Financial’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

XML Financial’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	$6.02M	Buy	271,811 +211,680	+352%	+$4.59M	0.44%	62
2026 Q1	$1.27M	Buy	60,131 +30,177	+101%	+$664K	0.1%	167
2025 Q4	$659K	Buy	29,954 +16,375	+121%	+$364K	0.05%	223
2025 Q3	$297K	Sell	13,579 -262,591	-95%	-$5.7M	0.02%	312
2025 Q2	$5.99M	Buy	276,170 +1,984	+0.7%	+$42.3K	0.52%	54
2025 Q1	$6.05M	Buy	274,186 +29,259	+12%	+$662K	0.56%	53
2024 Q4	$5.49M	Sell	244,927 -7,814	-3%	-$182K	0.5%	53
2024 Q3	$5.82M	Buy	252,741 +11,514	+5%	+$259K	0.54%	54
2024 Q2	$5.33M	Buy	241,227 +10,792	+5%	+$240K	0.54%	53
2024 Q1	$5.25M	Sell	230,435 -17,392	-7%	-$388K	0.54%	53
2023 Q4	$5.43M	Buy	247,827 +2,373	+1%	+$51K	0.57%	53
2023 Q3	$5.24M	Buy	245,454 +144,690	+144%	+$3.19M	0.63%	51
2023 Q2	$2.23M	Buy	+100,764	New	+$2.2M	0.26%	98

Other funds holding DJIA

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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

PFO

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

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

FWA

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

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

XML Financial's DJIA Position: Q2 2026 in Review

XML Financial increased its Global X Dow 30 Covered Call ETF (DJIA) stake by 352% in Q2 2026, buying an estimated $4.59M and bringing the position to 271,811 shares worth $6.02M. The position accounts for 0.44% of the portfolio, ranked #62.

XML Financial first reported a position in DJIA in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.05M in Q1 2025. 21 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

XML Financial held 271,811 shares of Global X Dow 30 Covered Call ETF worth $6.02M as of Q2 2026.
XML Financial bought 211,680 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $4.59M.
Global X Dow 30 Covered Call ETF made up 0.44% of XML Financial's portfolio in Q2 2026, its #62 holding.
XML Financial first reported a position in Global X Dow 30 Covered Call ETF in Q2 2023 and has held it in 13 quarters since.
XML Financial's Global X Dow 30 Covered Call ETF position peaked at $6.05M in Q1 2025.
21 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.