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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-138,783
Closed -$2.43M – 75
2024
Q4 		$2.43M Buy
+138,783
New +$2.49M 1.65% 9

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's DIAL Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2025, closing a stake of 138,783 shares — an estimated $2.43M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in DIAL in Q4 2024 and held it in 1 quarter. The position peaked at $2.43M in Q4 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 138,783 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2025, an estimated $2.43M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Columbia Diversified Fixed Income Allocation ETF position peaked at $2.43M in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.