Central Pacific Bank - Trust Division’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Central Pacific Bank - Trust Division’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	$8.88K	Hold	17	–	–	﹤0.01%	714
2026 Q1	$7.87K	Hold	17	–	–	﹤0.01%	715
2025 Q4	$8.17K	Hold	17	–	–	﹤0.01%	707
2025 Q3	$7.88K	Hold	17	–	–	﹤0.01%	711
2025 Q2	$7.49K	Hold	17	–	–	﹤0.01%	722
2025 Q1	$7.14K	Hold	17	–	–	﹤0.01%	729
2024 Q4	$7.23K	Buy	17 +5	+42%	+$2.16K	﹤0.01%	744
2024 Q3	$5.08K	Hold	12	–	–	﹤0.01%	748
2024 Q2	$4.69K	Hold	12	–	–	﹤0.01%	832
2024 Q1	$4.74K	Buy	+12	New	+$4.62K	﹤0.01%	828

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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