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

Innova 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	$622K	Buy	1,190 +62	+5%	+$31K	0.25%	75
2026 Q1	$522K	Buy	1,128 +111	+11%	+$53.8K	0.25%	75
2025 Q4	$489K	Buy	1,017 +141	+16%	+$66.7K	0.25%	68
2025 Q3	$406K	Hold	876	–	–	0.22%	74
2025 Q2	$386K	Sell	876 -18	-2%	-$7.47K	0.23%	65
2025 Q1	$375K	Buy	894 +60	+7%	+$25.9K	0.23%	63
2024 Q4	$355K	Buy	+834	New	+$361K	0.22%	62
2024 Q3	–	Sell	-514	Closed	-$201K	–	92
2024 Q2	$201K	Buy	+514	New	+$200K	0.14%	81
2022 Q2	–	Sell	-648	Closed	-$225K	–	57
2022 Q1	$225K	Sell	648 -205	-24%	-$71.1K	0.16%	64
2021 Q4	$310K	Hold	853	–	–	0.22%	52
2021 Q3	$289K	Sell	853 -10	-1%	-$3.49K	0.23%	51
2021 Q2	$298K	Buy	863 +10	+1%	+$3.41K	0.23%	50
2021 Q1	$282K	Buy	853 +165	+24%	+$52.1K	0.24%	50
2020 Q4	$210K	Buy	+688	New	+$200K	0.2%	56

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innova Wealth Partners's DIA Position: Q2 2026 in Review

Innova Wealth Partners increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.5% in Q2 2026, buying an estimated $31K and bringing the position to 1,190 shares worth $622K. The position accounts for 0.25% of the portfolio, ranked #75.

Innova Wealth Partners first reported a position in DIA in Q4 2020 and has held it in 14 quarters since. 1,450 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Innova Wealth Partners held 1,190 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $622K as of Q2 2026.
Innova Wealth Partners bought 62 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $31K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.25% of Innova Wealth Partners's portfolio in Q2 2026, its #75 holding.
Innova Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 14 quarters since.
1,450 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.