XML Financial
DJIA icon

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
Q3 		$6.21M Buy
279,316
+7,505
+3% +$169K 0.45% 63
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

NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Valicenti Advisory Services
Valicenti Advisory Services Elmira, New York $531M AUM 36.36% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

XML Financial's DJIA Position: Q3 2026 in Review

XML Financial increased its Global X Dow 30 Covered Call ETF (DJIA) stake by 2.8% in Q3 2026, buying an estimated $169K and bringing the position to 279,316 shares worth $6.21M. The position accounts for 0.45% of the portfolio, ranked #63.

XML Financial first reported a position in DJIA in Q2 2023 and has held it in 14 quarters since. 12 funds tracked by Wall St. Rank hold DJIA as of Q3 2026.

  • XML Financial held 279,316 shares of Global X Dow 30 Covered Call ETF worth $6.21M as of Q3 2026.
  • XML Financial bought 7,505 Global X Dow 30 Covered Call ETF shares in Q3 2026, an estimated $169K.
  • Global X Dow 30 Covered Call ETF made up 0.45% of XML Financial's portfolio in Q3 2026, its #63 holding.
  • XML Financial first reported a position in Global X Dow 30 Covered Call ETF in Q2 2023 and has held it in 14 quarters since.
  • 12 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.