FIG Financial Advisory Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

FIG Financial Advisory 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
2025 Q1	–	Sell	-138,783	Closed	-$2.43M	–	75
2024 Q4	$2.43M	Buy	+138,783	New	+$2.49M	1.65%	9

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PVI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FIG Financial Advisory Services's DIAL Position: Q1 2025 in Review

FIG Financial Advisory Services sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2025, closing a stake of 138,783 shares — an estimated $2.43M sold.

FIG Financial Advisory Services first reported a position in DIAL in Q4 2024 and held it in 1 quarter. The position peaked at $2.43M in Q4 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2025.

FIG Financial Advisory Services reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 138,783 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2025, an estimated $2.43M.
FIG Financial Advisory Services first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2024 and held it in 1 quarter.
FIG Financial Advisory Services's Columbia Diversified Fixed Income Allocation ETF position peaked at $2.43M in Q4 2024.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2025.

Based on FIG Financial Advisory Services's 13F filing for Q1 2025, filed 10 Aug 2026.