Carson Wealth (CWM LLC)
DIAL icon

Carson Wealth (CWM LLC)’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$10.4K Hold
573
– – ﹤0.01% 4761
2025
Q4 		$11K Hold
573
– – ﹤0.01% 4489
2025
Q3 		$11K Hold
573
– – ﹤0.01% 4424
2025
Q2 		$10K Hold
573
– – ﹤0.01% 4281
2025
Q1 		$10K Hold
573
– – ﹤0.01% 4097
2024
Q4 		$10K Sell
573
-388
-40% -$6.96K ﹤0.01% 3852
2024
Q3 		$18K Hold
961
– – ﹤0.01% 3423
2024
Q2 		$17K Hold
961
– – ﹤0.01% 3210
2024
Q1 		$17K Sell
961
-16,054
-94% -$285K ﹤0.01% 3006
2023
Q4 		$307K Buy
+17,015
New +$291K ﹤0.01% 1237
2022
Q2 		– Sell
-856
Closed -$17K – 3847
2022
Q1 		$17K Buy
+856
New +$17.3K ﹤0.01% 2168

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DIAL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q1 2026 at 573 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4761.

Carson Wealth (CWM LLC) first reported a position in DIAL in Q1 2022 and has held it in 11 quarters since. The position peaked at $307K in Q4 2023. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 573 shares of Columbia Diversified Fixed Income Allocation ETF worth $10.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Columbia Diversified Fixed Income Allocation ETF share count unchanged in Q1 2026.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4761 holding.
  • Carson Wealth (CWM LLC) first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2022 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Columbia Diversified Fixed Income Allocation ETF position peaked at $307K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.