Focus Partners Wealth
DIAL icon

Focus Partners Wealth’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Focus Partners Wealth’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
Q2 		$628K Buy
34,564
+742
+2% +$13.5K ﹤0.01% 1856
2026
Q1 		$612K Sell
33,822
-7,174
-17% -$132K ﹤0.01% 1832
2025
Q4 		$750K Sell
40,996
-1,151
-3% -$21.2K ﹤0.01% 1758
2025
Q3 		$778K Sell
42,147
-3,705
-8% -$67.6K ﹤0.01% 1404
2025
Q2 		$835K Buy
45,852
+212
+0.5% +$3.78K ﹤0.01% 1219
2025
Q1 		$816K Sell
45,640
-5,336
-10% -$94.6K ﹤0.01% 1137
2024
Q4 		$894K Buy
50,976
+21,916
+75% +$393K ﹤0.01% 1091
2024
Q3 		$537K Buy
29,060
+438
+2% +$7.94K ﹤0.01% 1128
2024
Q2 		$505K Sell
28,622
-2,966
-9% -$52K ﹤0.01% 953
2024
Q1 		$562K Sell
31,588
-12,207
-28% -$217K ﹤0.01% 705
2023
Q4 		$791K Buy
+43,795
New +$750K 0.01% 491

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Focus Partners Wealth's DIAL Position: Q2 2026 in Review

Focus Partners Wealth increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 2.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 34,564 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Focus Partners Wealth first reported a position in DIAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $894K in Q4 2024. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • Focus Partners Wealth held 34,564 shares of Columbia Diversified Fixed Income Allocation ETF worth $628K as of Q2 2026.
  • Focus Partners Wealth bought 742 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $13.5K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1856 holding.
  • Focus Partners Wealth first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Columbia Diversified Fixed Income Allocation ETF position peaked at $894K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.