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 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 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

Focus Partners Wealth's DIAL Position: Q1 2026 in Review

Focus Partners Wealth reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 17% in Q1 2026, selling an estimated $132K and leaving 33,822 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Focus Partners Wealth first reported a position in DIAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $894K in Q4 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

Focus Partners Wealth held 33,822 shares of Columbia Diversified Fixed Income Allocation ETF worth $612K as of Q1 2026.
Focus Partners Wealth sold 7,174 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $132K.
Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1832 holding.
Focus Partners Wealth first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Columbia Diversified Fixed Income Allocation ETF position peaked at $894K in Q4 2024.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.