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

Concurrent Investment 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
2026 Q1	$263K	Buy	14,541 +750	+5%	+$13.8K	﹤0.01%	1583
2025 Q4	$253K	Sell	13,791 -863	-6%	-$15.9K	﹤0.01%	1504
2025 Q3	$270K	Sell	14,654 -532	-4%	-$9.7K	﹤0.01%	1200
2025 Q2	$277K	Sell	15,186 -1,140	-7%	-$20.3K	0.01%	1099
2025 Q1	$292K	Sell	16,326 -375	-2%	-$6.65K	0.01%	934
2024 Q4	$293K	Hold	16,701	–	–	0.01%	839
2024 Q3	$309K	Hold	16,701	–	–	0.01%	771
2024 Q2	$295K	Buy	+16,701	New	+$293K	0.01%	743

Other funds holding DIAL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

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

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concurrent Investment Advisors's DIAL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 5.4% in Q1 2026, buying an estimated $13.8K and bringing the position to 14,541 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Concurrent Investment Advisors first reported a position in DIAL in Q2 2024 and has held it in 8 quarters since. The position peaked at $309K in Q3 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

Concurrent Investment Advisors held 14,541 shares of Columbia Diversified Fixed Income Allocation ETF worth $263K as of Q1 2026.
Concurrent Investment Advisors bought 750 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $13.8K.
Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1583 holding.
Concurrent Investment Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $309K in Q3 2024.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.