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

Cetera Investment Advisers’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 		$665K Sell
36,616
-6,752
-16% -$123K ﹤0.01% 3426
2026
Q1 		$784K Sell
43,368
-1,403
-3% -$25.8K ﹤0.01% 3122
2025
Q4 		$822K Sell
44,771
-11,281
-20% -$208K ﹤0.01% 3002
2025
Q3 		$1.03M Sell
56,052
-28,757
-34% -$525K ﹤0.01% 2741
2025
Q2 		$1.54M Buy
84,809
+2,907
+4% +$51.9K ﹤0.01% 2043
2025
Q1 		$1.46M Buy
81,902
+10,163
+14% +$180K ﹤0.01% 1975
2024
Q4 		$1.26M Sell
71,739
-1,155
-2% -$20.7K ﹤0.01% 2005
2024
Q3 		$1.35M Sell
72,894
-15,834
-18% -$287K ﹤0.01% 1893
2024
Q2 		$1.57M Sell
88,728
-8,583
-9% -$151K ﹤0.01% 1759
2024
Q1 		$1.73M Buy
+97,311
New +$1.73M ﹤0.01% 1661
2022
Q2 		– Sell
-20,251
Closed -$395K – 1845
2022
Q1 		$395K Sell
20,251
-2,956
-13% -$59.6K 0.01% 1326
2021
Q4 		$495K Sell
23,207
-8,394
-27% -$178K 0.01% 1183
2021
Q3 		$675K Sell
31,601
-3,017
-9% -$65.2K 0.01% 960
2021
Q2 		$746K Sell
34,618
-1,619
-4% -$34.6K 0.01% 895
2021
Q1 		$765K Buy
+36,237
New +$783K 0.02% 776

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

Cetera Investment Advisers's DIAL Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 16% in Q2 2026, selling an estimated $123K and leaving 36,616 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

Cetera Investment Advisers first reported a position in DIAL in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.73M in Q1 2024. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • Cetera Investment Advisers held 36,616 shares of Columbia Diversified Fixed Income Allocation ETF worth $665K as of Q2 2026.
  • Cetera Investment Advisers sold 6,752 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $123K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3426 holding.
  • Cetera Investment Advisers first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2021 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.73M in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.