Tactive Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Tactive Advisors’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	$335K	Sell	642 -25	-4%	-$12.5K	0.08%	204
2026 Q1	$309K	Sell	667 -478	-42%	-$232K	0.09%	200
2025 Q4	$550K	Buy	1,145 +1	+0.1%	+$473	0.16%	135
2025 Q3	$530K	Buy	1,144 +39	+4%	+$17.6K	0.15%	138
2025 Q2	$487K	Buy	+1,105	New	+$459K	0.16%	129
2023 Q3	–	Sell	-2,613	Closed	-$899K	–	72
2023 Q2	$899K	Buy	2,613 +643	+33%	+$216K	0.69%	25
2023 Q1	$655K	Sell	1,970 -69,494	-97%	-$23.1M	0.49%	26
2022 Q4	$23.7M	Buy	+71,464	New	+$23.2M	15.48%	2

Other funds holding DIA

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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