CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1803229 Phoenix, AZ

Position in DIA

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$379,352

-$15,069,531 QoQ

Shares Held

819

-97.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

47.68%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$379,352	819	-97.5%	Shares	Sole	2026-04-15
2025-12-31	$15,448,883	32,147	+141.4%	Shares	Sole	2026-01-21
2025-09-30	$6,175,161	13,316	+21.2%	Shares	Sole	2025-10-29
2025-06-30	$4,842,302	10,989	+6.7%	Shares	Sole	2025-07-10
2025-03-31	$4,324,344	10,299	+0.2%	Shares	Sole	2025-04-15
2024-12-31	$4,372,863	10,277	+36.0%	Shares	Sole	2025-02-03
2024-09-30	$3,198,364	7,559	-20.3%	Shares	Sole	2024-10-15
2024-06-30	$3,709,868	9,485	+26.2%	Shares	Sole	2024-07-22
2024-03-31	$2,989,564	7,516	+5.6%	Shares	Sole	2024-04-18
2023-12-31	$2,682,183	7,117	-0.3%	Shares	Sole	2024-01-10
2023-09-30	$2,390,203	7,136	+13.8%	Shares	Sole	2023-10-18
2023-03-31	$2,086,192	6,272	+8.8%	Shares	Sole	2023-04-20
2022-12-31	$1,910,117	5,765	-2.9%	Shares	Sole	2023-02-14
2022-09-30	$1,706,274	5,939	+4.2%	Shares	Sole	2022-11-07
2022-06-30	$1,754,266	5,699	-56.5%	Shares	Sole	2022-08-12
2022-03-31	$4,540,698	13,092	-32.5%	Shares	Sole	2022-04-29
2021-12-31	$7,048,044	19,399	-15.7%	Shares	Sole	2022-02-15
2021-09-30	$7,782,023	23,004	+1.5%	Shares	Sole	2021-11-12
2021-06-30	$7,821,396	22,674	+29.9%	Shares	Sole	2021-11-12
2021-03-31	$5,761,641	17,450	+14.3%	Shares	Sole	2021-05-14
2020-12-31	$4,667,272	15,263	+14.0%	Shares	Sole	2021-02-18
2020-09-30	$3,716,002	13,391	+4.3%	Shares	Sole	2020-11-16
2020-06-30	$3,311,566	12,842	+22.3%	Shares	Sole	2020-08-14
2020-03-31	$2,301,657	10,499	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.