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Atria Wealth Solutions’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Atria Wealth Solutions’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
Q2 		$276K Sell
15,170
-655
-4% -$11.7K 0.01% 1200
2025
Q1 		$283K Sell
15,825
-189
-1% -$3.35K ﹤0.01% 1501
2024
Q4 		$281K Sell
16,014
-605
-4% -$10.9K ﹤0.01% 1599
2024
Q3 		$307K Sell
16,619
-8,811
-35% -$160K ﹤0.01% 1495
2024
Q2 		$449K Sell
25,430
-3,725
-13% -$65.3K 0.01% 1292
2024
Q1 		$518K Sell
29,155
-3,620
-11% -$64.2K 0.01% 1241
2023
Q4 		$592K Sell
32,775
-1,000
-3% -$17.1K 0.01% 1127
2023
Q3 		$569K Buy
33,775
+3,715
+12% +$64.4K 0.01% 1073
2023
Q2 		$529K Hold
30,060
– – 0.01% 1130
2023
Q1 		$537K Sell
30,060
-610
-2% -$10.8K 0.01% 1088
2022
Q4 		$530K Sell
30,670
-1,000
-3% -$17.2K 0.01% 1050
2022
Q3 		$530K Buy
31,670
+8,460
+36% +$151K 0.01% 988
2022
Q2 		$410K Sell
23,210
-14,328
-38% -$262K 0.01% 1063
2022
Q1 		$731K Buy
+37,538
New +$756K 0.01% 865

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return