Commonwealth Equity Services
DIAL icon

Commonwealth Equity Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Commonwealth Equity Services’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 		$961K Buy
53,163
+18,041
+51% +$331K ﹤0.01% 2647
2025
Q4 		$645K Buy
35,122
+9,611
+38% +$177K ﹤0.01% 2959
2025
Q3 		$471K Sell
25,511
-41,093
-62% -$749K ﹤0.01% 3223
2025
Q2 		$1.21M Sell
66,604
-7,483
-10% -$134K ﹤0.01% 2402
2025
Q1 		$1.32M Buy
74,087
+315
+0.4% +$5.59K ﹤0.01% 2241
2024
Q4 		$1.29M Buy
73,772
+10,040
+16% +$180K ﹤0.01% 2206
2024
Q3 		$1.18M Sell
63,732
-1,009
-2% -$18.3K ﹤0.01% 2219
2024
Q2 		$1.14M Buy
64,741
+1,249
+2% +$21.9K ﹤0.01% 2181
2024
Q1 		$1.13M Sell
63,492
-4,291
-6% -$76.1K ﹤0.01% 2151
2023
Q4 		$1.22M Sell
67,783
-97,876
-59% -$1.68M ﹤0.01% 2029
2023
Q3 		$2.79M Sell
165,659
-21,557
-12% -$373K 0.01% 1382
2023
Q2 		$3.3M Buy
187,216
+53,408
+40% +$944K 0.01% 1301
2023
Q1 		$2.39K Sell
133,808
-12,714
-9% -$225K 0.01% 1451
2022
Q4 		$2.53M Sell
146,522
-45,542
-24% -$782K 0.01% 1348
2022
Q3 		$3.21M Sell
192,064
-13,719
-7% -$245K 0.01% 1132
2022
Q2 		$3.63M Sell
205,783
-13,091
-6% -$239K 0.01% 1071
2022
Q1 		$4.26M Sell
218,874
-75,120
-26% -$1.51M 0.01% 1038
2021
Q4 		$6.26M Buy
293,994
+40,779
+16% +$867K 0.01% 816
2021
Q3 		$5.41M Buy
253,215
+22,997
+10% +$497K 0.01% 828
2021
Q2 		$4.96M Buy
230,218
+29,680
+15% +$635K 0.01% 854
2021
Q1 		$4.24M Buy
200,538
+63,725
+47% +$1.38M 0.01% 873
2020
Q4 		$3.02M Buy
136,813
+59,611
+77% +$1.3M 0.01% 988
2020
Q3 		$1.66M Buy
77,202
+20,250
+36% +$437K 0.01% 1197
2020
Q2 		$1.2M Buy
56,952
+7,786
+16% +$161K ﹤0.01% 1308
2020
Q1 		$976K Buy
49,166
+8,353
+20% +$172K ﹤0.01% 1280
2019
Q4 		$849K Sell
40,813
-105,039
-72% -$2.18M ﹤0.01% 1533
2019
Q3 		$3.03M Buy
145,852
+102,614
+237% +$2.12M 0.01% 762
2019
Q2 		$883K Sell
43,238
-560
-1% -$11.2K ﹤0.01% 1421
2019
Q1 		$871K Sell
43,798
-25,751
-37% -$501K ﹤0.01% 1394
2018
Q4 		$1.31M Buy
69,549
+386
+0.6% +$7.29K 0.01% 1045
2018
Q3 		$1.32M Buy
69,163
+2,281
+3% +$43.7K 0.01% 1151
2018
Q2 		$1.27M Sell
66,882
-46,746
-41% -$899K 0.01% 1149
2018
Q1 		$2.22M Buy
113,628
+19,480
+21% +$383K 0.01% 815
2017
Q4 		$1.88M Buy
+94,148
New +$1.88M 0.01% 885

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 $2.18B AUM 26.57% 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

Commonwealth Equity Services's DIAL Position: Q1 2026 in Review

Commonwealth Equity Services increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 51% in Q1 2026, buying an estimated $331K and bringing the position to 53,163 shares worth $961K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Commonwealth Equity Services first reported a position in DIAL in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.26M in Q4 2021. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Commonwealth Equity Services held 53,163 shares of Columbia Diversified Fixed Income Allocation ETF worth $961K as of Q1 2026.
  • Commonwealth Equity Services bought 18,041 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $331K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2647 holding.
  • Commonwealth Equity Services first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2017 and has held it in 34 quarters since.
  • Commonwealth Equity Services's Columbia Diversified Fixed Income Allocation ETF position peaked at $6.26M in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.