Cetera Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Cetera 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
2022 Q1	–	Sell	-12,449	Closed	-$265K	–	1441
2021 Q4	$265K	Buy	12,449 +793	+7%	+$16.9K	0.01%	1181
2021 Q3	$249K	Buy	11,656 +824	+8%	+$17.8K	﹤0.01%	1199
2021 Q2	$233K	Sell	10,832 -4,588	-30%	-$98.2K	0.01%	1162
2021 Q1	$326K	Buy	15,420 +3,233	+27%	+$69.8K	0.01%	914
2020 Q4	$269K	Sell	12,187 -463	-4%	-$10.1K	0.01%	869
2020 Q3	$272K	Buy	+12,650	New	+$273K	0.01%	767

Other funds holding DIAL

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

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

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

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

Cetera Advisors's DIAL Position: Q1 2022 in Review

Cetera Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2022, closing a stake of 12,449 shares — an estimated $265K sold.

Cetera Advisors first reported a position in DIAL in Q3 2020 and held it in 6 quarters. The position peaked at $326K in Q1 2021. 93 funds tracked by Wall St. Rank hold DIAL as of Q1 2022.

Cetera Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
Cetera Advisors sold 12,449 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2022, an estimated $265K.
Cetera Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2020 and held it in 6 quarters.
Cetera Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $326K in Q1 2021.
93 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2022.

Based on Cetera Advisors's 13F filing for Q1 2022, filed 12 May 2022.