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 Q2	$182K	Sell	10,028 -1,123	-10%	-$20.4K	﹤0.01%	2003
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 $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Advisory Services Network's DIAL Position: Q2 2026 in Review

Advisory Services Network reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 10% in Q2 2026, selling an estimated $20.4K and leaving 10,028 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Advisory Services Network first reported a position in DIAL in Q3 2020 and has held it in 13 quarters since. The position peaked at $273K in Q4 2022. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

Advisory Services Network held 10,028 shares of Columbia Diversified Fixed Income Allocation ETF worth $182K as of Q2 2026.
Advisory Services Network sold 1,123 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $20.4K.
Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #2003 holding.
Advisory Services Network first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2020 and has held it in 13 quarters since.
Advisory Services Network's Columbia Diversified Fixed Income Allocation ETF position peaked at $273K in Q4 2022.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.