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Innova Wealth Partners’s Dow Inc DOW Stock Holding History

Innova Wealth Partners’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,491
Closed -$62.1K – 182
2026
Q1 		$62.1K Buy
+1,491
New +$47.3K 0.03% 160
2023
Q1 		– Sell
-4,712
Closed -$237K – 51
2022
Q4 		$237K Buy
4,712
+2
+0% +$98 0.21% 50
2022
Q3 		$207K Sell
4,710
-292
-6% -$14.8K 0.19% 44
2022
Q2 		$258K Buy
5,002
+501
+11% +$32.1K 0.22% 39
2022
Q1 		$287K Buy
4,501
+1
+0% +$60 0.21% 52
2021
Q4 		$255K Buy
4,500
+2
+0% +$114 0.18% 61
2021
Q3 		$259K Buy
4,498
+1
+0% +$61 0.21% 55
2021
Q2 		$285K Buy
4,497
+1
+0% +$66 0.22% 52
2021
Q1 		$287K Buy
4,496
+1
+0% +$60 0.24% 49
2020
Q4 		$249K Buy
+4,495
New +$232K 0.23% 51

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Innova Wealth Partners sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 1,491 shares — an estimated $62.1K sold.

Innova Wealth Partners first reported a position in DOW in Q4 2020 and held it in 10 quarters. The position peaked at $287K in Q1 2022. 468 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Innova Wealth Partners reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Innova Wealth Partners sold 1,491 Dow Inc shares in Q2 2026, an estimated $62.1K.
  • Innova Wealth Partners first reported a position in Dow Inc in Q4 2020 and held it in 10 quarters.
  • Innova Wealth Partners's Dow Inc position peaked at $287K in Q1 2022.
  • 468 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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