Activest Wealth Management

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1883134 AVENTURA, FL

Position in DIA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$587,688

+$32,324 QoQ

Shares Held

1,125

-6.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#791

of 1,432 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$587,688	1,125	-6.2%	Shares	Sole	2026-07-16
2026-03-31	$555,364	1,199	-55.1%	Shares	Sole	2026-04-15
2025-12-31	$1,284,563	2,673	+7.7%	Shares	Sole	2026-01-30
2025-09-30	$1,151,002	2,482	+62.1%	Shares	Sole	2025-11-03
2025-06-30	$674,635	1,531	-14.6%	Shares	Sole	2025-07-29
2025-03-31	$752,424	1,792	+6.9%	Shares	Sole	2025-05-15
2024-12-31	$713,138	1,676	+19.7%	Shares	Sole	2025-01-28
2024-09-30	$592,368	1,400	-38.5%	Shares	Sole	2024-11-12
2024-06-30	$890,603	2,277	+307.3%	Shares	Sole	2024-07-30
2024-03-31	$222,347	559	+0.2%	Shares	Sole	2024-04-24
2023-12-31	$210,293	558	+0.2%	Shares	Sole	2024-01-19
2023-09-30	$186,567	557	+22.1%	Shares	Sole	2023-10-10
2023-06-30	$156,795	456	+57.2%	Shares	Sole	2023-07-21
2023-03-31	$96,459	290	-98.2%	Shares	Sole	2023-04-18
2022-12-31	$5,351,642	16,152	+4.4%	Shares	Sole	2023-01-18
2022-09-30	$4,445,105	15,472	+2205.8%	Shares	Sole	2022-10-13
2022-06-30	$206,547	671	+47.1%	Shares	Sole	2022-10-13
2022-03-31	$158,154	456	-55.9%	Shares	Sole	2022-04-26
2021-12-31	$376,036	1,035	-23.5%	Shares	Sole	2022-01-13
2021-09-30	$457,706	1,353	+116.8%	Shares	Sole	2021-10-12
2021-06-30	$215,248	624	-49.3%	Shares	Sole	2021-09-20
2021-03-31	$406,451	1,231	—	Shares	Sole	2021-09-20
No filing history on record for this holder in this stock.