Advisor Resource Council’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Advisor Resource Council’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
2022 Q1	–	Sell	-49,434	Closed	-$1.05M	–	290
2021 Q4	$1.05M	Buy	+49,434	New	+$1.05M	0.08%	235
2021 Q3	–	Sell	-54,524	Closed	-$1.18M	–	277
2021 Q2	$1.18M	Buy	+54,524	New	+$1.17M	0.12%	185

Other funds holding DIAL

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Resource Council's DIAL Position: Q1 2022 in Review

Advisor Resource Council sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2022, closing a stake of 49,434 shares — an estimated $1.05M sold.

Advisor Resource Council first reported a position in DIAL in Q2 2021 and held it in 2 quarters. The position peaked at $1.18M in Q2 2021. 93 funds tracked by Wall St. Rank hold DIAL as of Q1 2022.

Advisor Resource Council reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
Advisor Resource Council sold 49,434 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2022, an estimated $1.05M.
Advisor Resource Council first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2021 and held it in 2 quarters.
Advisor Resource Council's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.18M in Q2 2021.
93 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.