Advisory Resource Group’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Advisory Resource Group’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	-439,229	Closed	-$9.08M	–	144
2021 Q4	$9.08M	Buy	439,229 +58,246	+15%	+$1.24M	3.03%	7
2021 Q3	$8.14M	Buy	380,983 +51,663	+16%	+$1.12M	3%	7
2021 Q2	$7.1M	Buy	329,320 +83,898	+34%	+$1.8M	2.84%	7
2021 Q1	$5.18M	Buy	245,422 +19,188	+8%	+$414K	2.42%	8
2020 Q4	$5M	Buy	226,234 +118,058	+109%	+$2.57M	2.48%	8
2020 Q3	$2.33M	Buy	+108,176	New	+$2.33M	1.36%	15

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

Advisory Resource Group's DIAL Position: Q1 2022 in Review

Advisory Resource Group sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2022, closing a stake of 439,229 shares — an estimated $9.08M sold.

Advisory Resource Group first reported a position in DIAL in Q3 2020 and held it in 6 quarters. The position peaked at $9.08M in Q4 2021. 93 funds tracked by Wall St. Rank hold DIAL as of Q1 2022.

Advisory Resource Group reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
Advisory Resource Group sold 439,229 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2022, an estimated $9.08M.
Advisory Resource Group first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2020 and held it in 6 quarters.
Advisory Resource Group's Columbia Diversified Fixed Income Allocation ETF position peaked at $9.08M in Q4 2021.
93 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2022.

Based on Advisory Resource Group's 13F filing for Q1 2022, filed 6 Apr 2022.