Castleview Partners’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Castleview Partners’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
2021 Q2	$323K	Buy	+15,009	New	+$321K	0.14%	147

Other funds holding DIAL

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Castleview Partners's DIAL Position: Q2 2021 in Review

Castleview Partners opened a new position in Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2021: 15,009 shares worth $323K. The stake represents 0.14% of the portfolio and ranks #147 among its holdings.

80 funds tracked by Wall St. Rank hold DIAL as of Q2 2021.

Castleview Partners held 15,009 shares of Columbia Diversified Fixed Income Allocation ETF worth $323K as of Q2 2021.
Columbia Diversified Fixed Income Allocation ETF was a new Castleview Partners position in Q2 2021.
Columbia Diversified Fixed Income Allocation ETF made up 0.14% of Castleview Partners's portfolio in Q2 2021, its #147 holding.
80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.