Soltis Investment Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1802530
ST. GEORGE, UT
Position in DIA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$972,690
+$149,602 QoQ
Shares Held
1,862
+4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#600
of 1,432 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,690 | 1,862 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $823,088 | 1,777 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,135,586 | 2,363 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $334,356 | 721 | Shares | Sole | 2025-11-12 | |
| 2021-12-31 | $324,444 | 893 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||