Creative Financial Designs’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Creative Financial Designs’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
2023 Q1	–	Sell	-11,752	Closed	-$203K	–	1410
2022 Q4	$203K	Sell	11,752 -12,801	-52%	-$220K	0.03%	308
2022 Q3	$411K	Buy	24,553 +1,651	+7%	+$29.5K	0.07%	202
2022 Q2	$404K	Sell	22,902 -13,440	-37%	-$246K	0.07%	205
2022 Q1	$708K	Buy	36,342 +3,095	+9%	+$62.4K	0.11%	157
2021 Q4	$708K	Buy	33,247 +2,877	+9%	+$61.2K	0.11%	152
2021 Q3	$649K	Sell	30,370 -473	-2%	-$10.2K	0.11%	150
2021 Q2	$665K	Sell	30,843 -1,421	-4%	-$30.4K	0.12%	146
2021 Q1	$681K	Buy	32,264 +7,779	+32%	+$168K	0.13%	139
2020 Q4	$541K	Buy	+24,485	New	+$533K	0.12%	138

Other funds holding DIAL

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

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

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

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

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

AAS

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

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

OIA

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

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

Creative Financial Designs's DIAL Position: Q1 2023 in Review

Creative Financial Designs sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2023, closing a stake of 11,752 shares — an estimated $203K sold.

Creative Financial Designs first reported a position in DIAL in Q4 2020 and held it in 9 quarters. The position peaked at $708K in Q1 2022. 70 funds tracked by Wall St. Rank hold DIAL as of Q1 2023.

Creative Financial Designs reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2023 after selling out during the quarter.
Creative Financial Designs sold 11,752 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2023, an estimated $203K.
Creative Financial Designs first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2020 and held it in 9 quarters.
Creative Financial Designs's Columbia Diversified Fixed Income Allocation ETF position peaked at $708K in Q1 2022.
70 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.