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

Elevation Wealth Partners’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	$215K	Buy	412 +18	+5%	+$8.99K	0.06%	130
2026 Q1	$182K	Hold	394	–	–	0.07%	122
2025 Q4	$189K	Sell	394 -30	-7%	-$14.2K	0.07%	119
2025 Q3	$197K	Hold	424	–	–	0.07%	116
2025 Q2	$187K	Hold	424	–	–	0.07%	115
2025 Q1	$178K	Sell	424 -26	-6%	-$11.2K	0.08%	121
2024 Q4	$191K	Sell	450 -12	-3%	-$5.19K	0.08%	113
2024 Q3	$195K	Hold	462	–	–	0.08%	115
2024 Q2	$181K	Buy	462 +244	+112%	+$94.7K	0.09%	114
2024 Q1	$86.7K	Sell	218 -105	-33%	-$40.5K	0.04%	170
2023 Q4	$108K	Hold	323	–	–	0.06%	145
2023 Q3	$108K	Sell	323 -20	-6%	-$6.94K	0.09%	87
2023 Q2	$118K	Hold	343	–	–	0.1%	86
2023 Q1	$114K	Buy	+343	New	+$114K	0.1%	90

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