Global Retirement Partners
DIAL icon

Global Retirement Partners’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Global Retirement Partners’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
Q3 		$92.7K Hold
5,391
– – ﹤0.01% 2279
2026
Q2 		$98K Buy
+5,391
New +$98K ﹤0.01% 2087
2025
Q4 		$106K Hold
5,748
– – ﹤0.01% 1881
2025
Q3 		$106K Hold
5,748
– – ﹤0.01% 1486
2025
Q2 		$105K Buy
+5,748
New +$103K ﹤0.01% 1413
2024
Q4 		$98.7K Hold
5,629
– – ﹤0.01% 1274
2024
Q3 		$104K Sell
5,629
-4,322
-43% -$78.4K ﹤0.01% 1220
2024
Q2 		$176K Hold
9,951
– – 0.01% 938
2024
Q1 		$177K Sell
9,951
-3,134
-24% -$55.6K 0.01% 839
2023
Q4 		$233K Sell
13,085
-989
-7% -$16.9K 0.01% 697
2023
Q3 		$233K Sell
14,074
-4,375
-24% -$75.8K 0.01% 616
2023
Q2 		$325K Buy
18,449
+1,312
+8% +$23.2K 0.02% 550
2023
Q1 		$306K Buy
17,137
+445
+3% +$7.86K 0.02% 547
2022
Q4 		$289K Sell
16,692
-40,930
-71% -$703K 0.02% 499
2022
Q3 		$968K Sell
57,622
-6,963
-11% -$125K 0.07% 248
2022
Q2 		$1.14M Sell
64,585
-805
-1% -$14.7K 0.09% 227
2022
Q1 		$1.2M Buy
+65,390
New +$1.32M 0.09% 223
2021
Q4 		– Sell
-62,262
Closed -$1.33M – 583
2021
Q3 		$1.33M Sell
62,262
-1,107
-2% -$23.9K 0.13% 160
2021
Q2 		$1.37M Buy
+63,369
New +$1.36M 0.14% 148

Other funds holding DIAL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
BankPlus Wealth Management
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Pine Valley Investments
Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Global Retirement Partners's DIAL Position: Q3 2026 in Review

Global Retirement Partners held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q3 2026 at 5,391 shares worth $92.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Global Retirement Partners first reported a position in DIAL in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q2 2021. 33 funds tracked by Wall St. Rank hold DIAL as of Q3 2026.

  • Global Retirement Partners held 5,391 shares of Columbia Diversified Fixed Income Allocation ETF worth $92.7K as of Q3 2026.
  • Global Retirement Partners left its Columbia Diversified Fixed Income Allocation ETF share count unchanged in Q3 2026.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #2279 holding.
  • Global Retirement Partners first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2021 and has held it in 19 quarters since.
  • Global Retirement Partners's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.37M in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.