Envestnet Portfolio Solutions, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1998033
BERWYN, PA
Position in DIA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,121,048
+$61,733 QoQ
Shares Held
2,146
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#566
of 1,432 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,048 | 2,146 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,059,315 | 2,287 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,207,672 | 2,513 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,191,348 | 2,569 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,944,147 | 4,412 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,928,508 | 4,593 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,963,257 | 4,614 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,585,430 | 3,747 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,426,842 | 3,648 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,461,370 | 3,674 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,342,787 | 3,563 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,202,470 | 3,590 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||