AE Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

AE Wealth Management’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	-14,417	Closed	-$307K	–	1708
2021 Q4	$307K	Buy	14,417 +4,369	+43%	+$92.9K	﹤0.01%	1435
2021 Q3	$215K	Sell	10,048 -985	-9%	-$21.3K	﹤0.01%	1509
2021 Q2	$238K	Buy	+11,033	New	+$236K	﹤0.01%	1434
2021 Q1	–	Sell	-14,341	Closed	-$317K	–	1496
2020 Q4	$317K	Sell	14,341 -5	-0%	-$109	﹤0.01%	1120
2020 Q3	$309K	Buy	14,346 +4,619	+47%	+$99.7K	﹤0.01%	1029
2020 Q2	$205K	Sell	9,727 -2,457	-20%	-$50.8K	﹤0.01%	1148
2020 Q1	$242K	Buy	+12,184	New	+$251K	0.01%	946

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

AE Wealth Management's DIAL Position: Q1 2022 in Review

AE Wealth Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2022, closing a stake of 14,417 shares — an estimated $307K sold.

AE Wealth Management first reported a position in DIAL in Q1 2020 and held it in 7 quarters. The position peaked at $317K in Q4 2020. 93 funds tracked by Wall St. Rank hold DIAL as of Q1 2022.

AE Wealth Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
AE Wealth Management sold 14,417 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2022, an estimated $307K.
AE Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2020 and held it in 7 quarters.
AE Wealth Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $317K in Q4 2020.
93 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.