HighTower Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

HighTower Advisors’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
2022 Q2	–	Sell	-93,856	Closed	-$1.84M	–	3308
2022 Q1	$1.84M	Buy	93,856 +9,154	+11%	+$184K	﹤0.01%	1426
2021 Q4	$1.8M	Buy	84,702 +6,188	+8%	+$132K	﹤0.01%	1420
2021 Q3	$1.67M	Sell	78,514 -18,977	-19%	-$410K	﹤0.01%	1362
2021 Q2	$2.1M	Buy	97,491 +1,019	+1%	+$21.8K	0.01%	1196
2021 Q1	$2.04M	Sell	96,472 -21,440	-18%	-$463K	0.01%	1119
2020 Q4	$2.6M	Buy	117,912 +6,412	+6%	+$140K	0.01%	800
2020 Q3	$2.4M	Buy	111,500 +1,869	+2%	+$40.3K	0.01%	816
2020 Q2	$2.31M	Buy	109,631 +46,793	+74%	+$968K	0.01%	755
2020 Q1	$1.25M	Sell	62,838 -49,607	-44%	-$1.02M	0.01%	911
2019 Q4	$2.34M	Sell	112,445 -1,021	-0.9%	-$21.2K	0.01%	798
2019 Q3	$2.36M	Sell	113,466 -21,925	-16%	-$452K	0.01%	835
2019 Q2	$2.76M	Buy	135,391 +51,350	+61%	+$1.03M	0.02%	779
2019 Q1	$1.67M	Buy	+84,041	New	+$1.63M	0.01%	926

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

HighTower Advisors's DIAL Position: Q2 2022 in Review

HighTower Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2022, closing a stake of 93,856 shares — an estimated $1.84M sold.

HighTower Advisors first reported a position in DIAL in Q1 2019 and held it in 13 quarters. The position peaked at $2.76M in Q2 2019. 80 funds tracked by Wall St. Rank hold DIAL as of Q2 2022.

HighTower Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2022 after selling out during the quarter.
HighTower Advisors sold 93,856 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2022, an estimated $1.84M.
HighTower Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2019 and held it in 13 quarters.
HighTower Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $2.76M in Q2 2019.
80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2022.

Based on HighTower Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.