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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$15.9K Sell
717
-485
-40% -$10.5K ﹤0.01% 1361
2026
Q1 		$25.3K Buy
1,202
+51
+4% +$1.12K ﹤0.01% 1219
2025
Q4 		$25.3K Buy
1,151
+28
+2% +$622 ﹤0.01% 1236
2025
Q3 		$24.5K Buy
1,123
+22
+2% +$477 ﹤0.01% 1180
2025
Q2 		$23.9K Buy
1,101
+24
+2% +$512 ﹤0.01% 1155
2025
Q1 		$23.8K Buy
1,077
+68
+7% +$1.54K ﹤0.01% 1179
2024
Q4 		$22.6K Sell
1,009
-577
-36% -$13.4K ﹤0.01% 1134
2024
Q3 		$36.5K Buy
+1,586
New +$35.7K 0.01% 1058

Other funds holding DJIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 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
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s DJIA Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Global X Dow 30 Covered Call ETF (DJIA) stake by 40% in Q2 2026, selling an estimated $10.5K and leaving 717 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in DJIA in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.5K in Q3 2024. 54 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 717 shares of Global X Dow 30 Covered Call ETF worth $15.9K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 485 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $10.5K.
  • Global X Dow 30 Covered Call ETF made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1361 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Global X Dow 30 Covered Call ETF in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Global X Dow 30 Covered Call ETF position peaked at $36.5K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.