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20/20 Capital Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

20/20 Capital Management’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$276K Sell
12,793
-113
-0.9% -$2.42K 0.07% 139
2021
Q1 		$273K Buy
12,906
+13
+0.1% +$281 0.08% 136
2020
Q4 		$281K Sell
12,893
-31,729
-71% -$691K 0.08% 138
2020
Q3 		$960K Sell
44,622
-1,197
-3% -$25.8K 0.36% 61
2020
Q2 		$1M Buy
+45,819
New +$948K 0.39% 56

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

20/20 Capital Management's DIAL Position: Q2 2021 in Review

20/20 Capital Management reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 0.88% in Q2 2021, selling an estimated $2.42K and leaving 12,793 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #139.

20/20 Capital Management first reported a position in DIAL in Q2 2020 and has held it in 5 quarters since. The position peaked at $1M in Q2 2020. 80 funds tracked by Wall St. Rank hold DIAL as of Q2 2021.

  • 20/20 Capital Management held 12,793 shares of Columbia Diversified Fixed Income Allocation ETF worth $276K as of Q2 2021.
  • 20/20 Capital Management sold 113 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2021, an estimated $2.42K.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.07% of 20/20 Capital Management's portfolio in Q2 2021, its #139 holding.
  • 20/20 Capital Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2020 and has held it in 5 quarters since.
  • 20/20 Capital Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $1M in Q2 2020.
  • 80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.