Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q2 		$471K Buy
25,914
+425
+2% +$7.73K ﹤0.01% 3020
2026
Q1 		$461K Buy
25,489
+3,416
+15% +$62.7K ﹤0.01% 2875
2025
Q4 		$405K Sell
22,073
-2,068
-9% -$38.1K ﹤0.01% 2924
2025
Q3 		$445K Buy
24,141
+215
+0.9% +$3.92K ﹤0.01% 2774
2025
Q2 		$436K Buy
23,926
+1,300
+6% +$23.2K ﹤0.01% 2666
2025
Q1 		$405K Buy
22,626
+997
+5% +$17.7K ﹤0.01% 2630
2024
Q4 		$379K Buy
21,629
+6,058
+39% +$109K ﹤0.01% 2648
2024
Q3 		$288K Buy
15,571
+476
+3% +$8.63K ﹤0.01% 2860
2024
Q2 		$266K Sell
15,095
-2,755
-15% -$48.3K ﹤0.01% 2800
2024
Q1 		$317K Sell
17,850
-941
-5% -$16.7K ﹤0.01% 2658
2023
Q4 		$339K Sell
18,791
-1,150
-6% -$19.7K ﹤0.01% 2506
2023
Q3 		$336K Buy
19,941
+407
+2% +$7.05K ﹤0.01% 2417
2023
Q2 		$344K Buy
19,534
+5,920
+43% +$105K ﹤0.01% 2425
2023
Q1 		$243K Sell
13,614
-1,930
-12% -$34.1K ﹤0.01% 2654
2022
Q4 		$269K Sell
15,544
-1,465
-9% -$25.2K ﹤0.01% 2518
2022
Q3 		$285K Sell
17,009
-39,231
-70% -$702K ﹤0.01% 2400
2022
Q2 		$993K Sell
56,240
-474
-0.8% -$8.67K 0.01% 1490
2022
Q1 		$1.1M Sell
56,714
-7,860
-12% -$158K 0.01% 1502
2021
Q4 		$1.38M Buy
64,574
+3,426
+6% +$72.8K 0.01% 1379
2021
Q3 		$1.31M Buy
61,148
+839
+1% +$18.1K 0.01% 1346
2021
Q2 		$1.3M Sell
60,309
-1,536
-2% -$32.9K 0.01% 1357
2021
Q1 		$1.31M Sell
61,845
-26,724
-30% -$577K 0.01% 1259
2020
Q4 		$1.96M Sell
88,569
-7,190
-8% -$157K 0.01% 932
2020
Q3 		$2.06M Buy
95,759
+6,534
+7% +$141K 0.01% 794
2020
Q2 		$1.88M Buy
89,225
+268
+0.3% +$5.54K 0.01% 800
2020
Q1 		$1.77M Sell
88,957
-2,672
-3% -$55K 0.02% 723
2019
Q4 		$1.91M Buy
91,629
+44,582
+95% +$926K 0.01% 813
2019
Q3 		$979K Buy
47,047
+16,273
+53% +$336K 0.01% 1082
2019
Q2 		$629K Buy
30,774
+11,116
+57% +$222K 0.01% 1294
2019
Q1 		$391K Buy
+19,658
New +$382K ﹤0.01% 1641

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors's DIAL Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 1.7% in Q2 2026, buying an estimated $7.73K and bringing the position to 25,914 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

Cambridge Investment Research Advisors first reported a position in DIAL in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.06M in Q3 2020. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • Cambridge Investment Research Advisors held 25,914 shares of Columbia Diversified Fixed Income Allocation ETF worth $471K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 425 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $7.73K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3020 holding.
  • Cambridge Investment Research Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2019 and has held it in 30 quarters since.
  • Cambridge Investment Research Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $2.06M in Q3 2020.
  • 51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.