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Alexis Investment Partners’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Alexis Investment Partners’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
2025
Q4 		– Sell
-8,300
Closed -$153K – 100
2025
Q3 		$153K Sell
8,300
-3,300
-28% -$60.2K 0.01% 45
2025
Q2 		$211K Sell
11,600
-1,500
-11% -$26.8K 0.09% 43
2025
Q1 		$234K Buy
+13,100
New +$232K 0.11% 44

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Alexis Investment Partners's DIAL Position: Q4 2025 in Review

Alexis Investment Partners sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2025, closing a stake of 8,300 shares — an estimated $153K sold.

Alexis Investment Partners first reported a position in DIAL in Q1 2025 and held it in 3 quarters. The position peaked at $234K in Q1 2025. 54 funds tracked by Wall St. Rank hold DIAL as of Q4 2025.

  • Alexis Investment Partners reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Alexis Investment Partners sold 8,300 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2025, an estimated $153K.
  • Alexis Investment Partners first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2025 and held it in 3 quarters.
  • Alexis Investment Partners's Columbia Diversified Fixed Income Allocation ETF position peaked at $234K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2025.

Based on Alexis Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.