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

Vista Investment 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	$513K	Hold	983	–	–	0.13%	115
2026 Q1	$455K	Hold	983	–	–	0.12%	123
2025 Q4	$472K	Hold	983	–	–	0.12%	117
2025 Q3	$456K	Hold	983	–	–	0.13%	113
2025 Q2	$433K	Buy	983 +28	+3%	+$11.6K	0.12%	111
2025 Q1	$401K	Buy	955 +4	+0.4%	+$1.73K	0.12%	119
2024 Q4	$405K	Buy	951 +4	+0.4%	+$1.73K	0.13%	119
2024 Q3	$401K	Buy	947 +3	+0.3%	+$1.22K	0.13%	115
2024 Q2	$369K	Buy	944 +2	+0.2%	+$776	0.12%	118
2024 Q1	$375K	Hold	942	–	–	0.13%	111
2023 Q4	$355K	Buy	+942	New	+$329K	0.13%	105

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