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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

Atria Wealth Solutions's DIAL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 4.1% in Q2 2025, selling an estimated $11.7K and leaving 15,170 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #1200.

Atria Wealth Solutions first reported a position in DIAL in Q1 2022 and has held it in 14 quarters since. The position peaked at $731K in Q1 2022. 54 funds tracked by Wall St. Rank hold DIAL as of Q2 2025.

Atria Wealth Solutions held 15,170 shares of Columbia Diversified Fixed Income Allocation ETF worth $276K as of Q2 2025.
Atria Wealth Solutions sold 655 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2025, an estimated $11.7K.
Columbia Diversified Fixed Income Allocation ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1200 holding.
Atria Wealth Solutions first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Columbia Diversified Fixed Income Allocation ETF position peaked at $731K in Q1 2022.
54 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.