5W
DIAL icon

5T Wealth’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

5T Wealth’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
2026
Q2 		$245K Buy
13,486
+2,534
+23% +$46.1K 0.09% 122
2026
Q1 		$198K Sell
10,952
-34
-0.3% -$624 0.08% 128
2025
Q4 		$202K Buy
+10,986
New +$202K 0.08% 124
2025
Q2 		– Sell
-10,586
Closed -$189K – 104
2025
Q1 		$189K Buy
+10,586
New +$188K 0.1% 97

Other funds holding DIAL

HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $222M AUM 19.54% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM

5T Wealth's DIAL Position: Q2 2026 in Review

5T Wealth increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 23% in Q2 2026, buying an estimated $46.1K and bringing the position to 13,486 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #122.

5T Wealth first reported a position in DIAL in Q1 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • 5T Wealth held 13,486 shares of Columbia Diversified Fixed Income Allocation ETF worth $245K as of Q2 2026.
  • 5T Wealth bought 2,534 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $46.1K.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.09% of 5T Wealth's portfolio in Q2 2026, its #122 holding.
  • 5T Wealth first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.