Householder Group Estate & Retirement Specialist’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-250	Closed	-$4K	–	698
2024 Q3	$4K	Hold	250	–	–	﹤0.01%	952
2024 Q2	$4K	Hold	250	–	–	﹤0.01%	954
2024 Q1	$4.45K	Hold	250	–	–	﹤0.01%	946
2023 Q4	$4K	Hold	250	–	–	﹤0.01%	910
2023 Q3	$4.21K	Buy	+250	New	+$4.33K	﹤0.01%	970

Other funds holding DIAL

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

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DIAL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2024, closing a stake of 250 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in DIAL in Q3 2023 and held it in 5 quarters. The position peaked at $4.45K in Q1 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 250 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2024, an estimated $4K.
Householder Group Estate & Retirement Specialist first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Columbia Diversified Fixed Income Allocation ETF position peaked at $4.45K in Q1 2024.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.