Archford Capital Strategies’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Archford Capital Strategies’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 Q4	–	Sell	-39,947	Closed	-$668K	–	277
2022 Q3	$668K	Sell	39,947 -338	-0.8%	-$6.04K	0.17%	142
2022 Q2	$711K	Buy	40,285 +559	+1%	+$10.2K	0.18%	139
2022 Q1	$763K	Buy	39,726 +4,432	+13%	+$89.3K	0.17%	143
2021 Q4	$752K	Buy	35,294 +1,374	+4%	+$29.2K	0.17%	143
2021 Q3	$725K	Buy	33,920 +2,101	+7%	+$45.4K	0.17%	146
2021 Q2	$686K	Buy	31,819 +3,204	+11%	+$68.6K	0.17%	145
2021 Q1	$610K	Buy	+28,615	New	+$618K	0.16%	148

Other funds holding DIAL

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

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

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

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

GFS

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LOIP

Live Oak Investment Partners Austin, Texas $169M AUM 17.72% 1-Year Est. Return

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

Archford Capital Strategies's DIAL Position: Q4 2022 in Review

Archford Capital Strategies sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2022, closing a stake of 39,947 shares — an estimated $668K sold.

Archford Capital Strategies first reported a position in DIAL in Q1 2021 and held it in 7 quarters. The position peaked at $763K in Q1 2022. 68 funds tracked by Wall St. Rank hold DIAL as of Q4 2022.

Archford Capital Strategies reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2022 after selling out during the quarter.
Archford Capital Strategies sold 39,947 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2022, an estimated $668K.
Archford Capital Strategies first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2021 and held it in 7 quarters.
Archford Capital Strategies's Columbia Diversified Fixed Income Allocation ETF position peaked at $763K in Q1 2022.
68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2022.

Based on Archford Capital Strategies's 13F filing for Q4 2022, filed 26 Jan 2023.