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Innovative Asset Advisors Group’s State Street SPDR Global Dow ETF DGT Stock Holding History

Innovative Asset Advisors Group’s Portfolio DGT Stock Details DGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$17K – 470
2026
Q1 		$17K Buy
+100
New +$17.3K 0.01% 534

Other funds holding DGT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Innovative Asset Advisors Group's DGT Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of State Street SPDR Global Dow ETF (DGT) in Q2 2026, closing a stake of 100 shares — an estimated $17K sold.

Innovative Asset Advisors Group first reported a position in DGT in Q1 2026 and held it in 1 quarter. The position peaked at $17K in Q1 2026. 98 funds tracked by Wall St. Rank hold DGT as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining State Street SPDR Global Dow ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 100 State Street SPDR Global Dow ETF shares in Q2 2026, an estimated $17K.
  • Innovative Asset Advisors Group first reported a position in State Street SPDR Global Dow ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's State Street SPDR Global Dow ETF position peaked at $17K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.