Advisory Services Network’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Advisory Services Network’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 Q1	$202K	Buy	11,151 +1,085	+11%	+$19.9K	﹤0.01%	1822
2025 Q4	$185K	Buy	10,066 +2,236	+29%	+$41.2K	﹤0.01%	1707
2025 Q3	$144K	Buy	+7,830	New	+$143K	﹤0.01%	1865
2024 Q4	–	Sell	-10,085	Closed	-$178K	–	1605
2024 Q3	$178K	Hold	10,085	–	–	﹤0.01%	1413
2024 Q2	$178K	Buy	+10,085	New	+$177K	﹤0.01%	1413
2024 Q1	–	Sell	-9,477	Closed	-$171K	–	1982
2023 Q4	$171K	Buy	+9,477	New	+$162K	﹤0.01%	1363
2023 Q2	–	Sell	-7,758	Closed	-$139K	–	1982
2023 Q1	$139K	Sell	7,758 -8,026	-51%	-$142K	﹤0.01%	1473
2022 Q4	$273K	Buy	15,784 +2,731	+21%	+$46.9K	0.01%	1124
2022 Q3	$218K	Sell	13,053 -494	-4%	-$8.83K	0.01%	1165
2022 Q2	$239K	Buy	+13,547	New	+$248K	0.01%	1176
2021 Q1	–	Sell	-678	Closed	-$15K	–	1680
2020 Q4	$15K	Buy	678 +219	+48%	+$4.77K	﹤0.01%	2245
2020 Q3	$10K	Buy	+459	New	+$9.9K	﹤0.01%	2421

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

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

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Advisory Services Network's DIAL Position: Q1 2026 in Review

Advisory Services Network increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 11% in Q1 2026, buying an estimated $19.9K and bringing the position to 11,151 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Advisory Services Network first reported a position in DIAL in Q3 2020 and has held it in 12 quarters since. The position peaked at $273K in Q4 2022. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

Advisory Services Network held 11,151 shares of Columbia Diversified Fixed Income Allocation ETF worth $202K as of Q1 2026.
Advisory Services Network bought 1,085 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $19.9K.
Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1822 holding.
Advisory Services Network first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2020 and has held it in 12 quarters since.
Advisory Services Network's Columbia Diversified Fixed Income Allocation ETF position peaked at $273K in Q4 2022.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.