Centennial Wealth Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Centennial Wealth Advisory’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$433K	Sell	828 -19	-2%	-$9.49K	0.09%	134
2026 Q1	$392K	Buy	847 +281	+50%	+$136K	0.1%	119
2025 Q4	$272K	Buy	566 +59	+12%	+$27.9K	0.07%	142
2025 Q3	$235K	Buy	507 +22	+5%	+$9.92K	0.07%	146
2025 Q2	$214K	Sell	485 -6	-1%	-$2.49K	0.07%	144
2025 Q1	$206K	Sell	491 -31	-6%	-$13.4K	0.07%	143
2024 Q4	$222K	Buy	522 +34	+7%	+$14.7K	0.09%	135
2024 Q3	$207K	Buy	+488	New	+$198K	0.08%	141
2021 Q3	–	Sell	-1,955	Closed	-$674K	–	83
2021 Q2	$674K	Buy	1,955 +70	+4%	+$23.9K	0.42%	42
2021 Q1	$622K	Buy	1,885 +692	+58%	+$218K	0.41%	54
2020 Q4	$365K	Buy	+1,193	New	+$347K	0.26%	62

Other funds holding DIA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return