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Accelerate Investment Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Accelerate Investment Advisors’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
-22,563
Closed -$396K – 117
2024
Q4 		$396K Sell
22,563
-28
-0.1% -$502 0.35% 51
2024
Q3 		$417K Buy
+22,591
New +$410K 0.41% 46

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return

Accelerate Investment Advisors's DIAL Position: Q1 2025 in Review

Accelerate Investment Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2025, closing a stake of 22,563 shares — an estimated $396K sold.

Accelerate Investment Advisors first reported a position in DIAL in Q3 2024 and held it in 2 quarters. The position peaked at $417K in Q3 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2025.

  • Accelerate Investment Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Accelerate Investment Advisors sold 22,563 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2025, an estimated $396K.
  • Accelerate Investment Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2024 and held it in 2 quarters.
  • Accelerate Investment Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $417K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2025.

Based on Accelerate Investment Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.