Optivise Advisory Services’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Optivise Advisory Services’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	$2.12M	Buy	4,056 +214	+6%	+$107K	1.08%	19
2026 Q1	$1.78M	Buy	3,842 +268	+7%	+$130K	1.08%	18
2025 Q4	$1.72M	Buy	3,574 +297	+9%	+$140K	0.99%	24
2025 Q3	$1.52M	Buy	3,277 +118	+4%	+$53.2K	0.9%	27
2025 Q2	$1.39M	Sell	3,159 -331	-9%	-$137K	0.71%	35
2025 Q1	$1.47M	Buy	3,490 +176	+5%	+$76.1K	0.82%	27
2024 Q4	$1.41M	Buy	3,314 +473	+17%	+$205K	0.76%	35
2024 Q3	$1.2M	Sell	2,841 -616	-18%	-$250K	0.63%	41
2024 Q2	$1.35M	Buy	+3,457	New	+$1.34M	0.73%	37

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