Avantax Advisory Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Avantax Advisory Services’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
2024 Q1	–	Sell	-70,592	Closed	-$1.27M	–	1667
2023 Q4	$1.27M	Buy	+70,592	New	+$1.21M	0.01%	630
2023 Q2	–	Sell	-20,412	Closed	-$365K	–	1521
2023 Q1	$365K	Sell	20,412 -57,053	-74%	-$1.01M	﹤0.01%	1046
2022 Q4	$1.34M	Sell	77,465 -99,685	-56%	-$1.71M	0.02%	530
2022 Q3	$2.96M	Sell	177,150 -33,752	-16%	-$604K	0.05%	302
2022 Q2	$3.73M	Buy	+210,902	New	+$3.86M	0.06%	252

Other funds holding DIAL

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

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

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $522M AUM 14.26% 1-Year Est. Return

Avantax Advisory Services's DIAL Position: Q1 2024 in Review

Avantax Advisory Services sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2024, closing a stake of 70,592 shares — an estimated $1.27M sold.

Avantax Advisory Services first reported a position in DIAL in Q2 2022 and held it in 5 quarters. The position peaked at $3.73M in Q2 2022. 63 funds tracked by Wall St. Rank hold DIAL as of Q1 2024.

Avantax Advisory Services reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 70,592 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2024, an estimated $1.27M.
Avantax Advisory Services first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2022 and held it in 5 quarters.
Avantax Advisory Services's Columbia Diversified Fixed Income Allocation ETF position peaked at $3.73M in Q2 2022.
63 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.