GRP
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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
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

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Global Retirement Partners's DIAL Position: Q4 2025 in Review

Global Retirement Partners held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q4 2025 at 5,748 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Global Retirement Partners first reported a position in DIAL in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.37M in Q2 2021. 54 funds tracked by Wall St. Rank hold DIAL as of Q4 2025.

  • Global Retirement Partners held 5,748 shares of Columbia Diversified Fixed Income Allocation ETF worth $106K as of Q4 2025.
  • Global Retirement Partners left its Columbia Diversified Fixed Income Allocation ETF share count unchanged in Q4 2025.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1881 holding.
  • Global Retirement Partners first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2021 and has held it in 17 quarters since.
  • Global Retirement Partners's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.37M in Q2 2021.
  • 54 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.