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

CGN 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
Q2 		– Sell
-36,566
Closed -$713K – 212
2022
Q1 		$713K Sell
36,566
-1,161
-3% -$23.4K 0.18% 116
2021
Q4 		$804K Buy
37,727
+302
+0.8% +$6.42K 0.21% 105
2021
Q3 		$799K Buy
37,425
+7,800
+26% +$169K 0.26% 89
2021
Q2 		$638K Buy
29,625
+12,329
+71% +$264K 0.2% 111
2021
Q1 		$365K Buy
+17,296
New +$374K 0.13% 145

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return