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

IFP 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
2026 Q2	$273	Hold	15	–	–	﹤0.01%	4800
2026 Q1	$271	Hold	15	–	–	﹤0.01%	4560
2025 Q4	$275	Hold	15	–	–	﹤0.01%	4424
2025 Q3	$277	Buy	+15	New	+$274	﹤0.01%	4321
2023 Q1	–	Sell	-12,526	Closed	-$245K	–	3616
2022 Q4	$245K	Sell	12,526 -12,347	-50%	-$212K	0.01%	1248
2022 Q3	$477K	Sell	24,873 -53	-0.2%	-$948	0.01%	953
2022 Q2	$478K	Hold	24,926	–	–	0.02%	872
2022 Q1	$478K	Buy	24,926 +2,396	+11%	+$48.3K	0.02%	872
2021 Q4	$480K	Buy	22,530 +6,110	+37%	+$130K	0.01%	608
2021 Q3	$352K	Buy	16,420 +11,906	+264%	+$257K	0.01%	714
2021 Q2	$97K	Buy	4,514 +522	+13%	+$11.2K	﹤0.01%	1259
2021 Q1	$84K	Buy	3,992 +3,087	+341%	+$66.7K	﹤0.01%	1239
2020 Q4	$20K	Sell	905 -24	-3%	-$522	﹤0.01%	1794
2020 Q3	$20K	Sell	929 -1,855	-67%	-$40K	﹤0.01%	1639
2020 Q2	$59K	Sell	2,784 -2,359	-46%	-$48.8K	﹤0.01%	1144
2020 Q1	$99K	Buy	5,143 +1,782	+53%	+$36.7K	0.01%	825
2019 Q4	$70K	Sell	3,361 -2,298	-41%	-$47.7K	0.01%	1106
2019 Q3	$117K	Buy	+5,659	New	+$117K	0.01%	988

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

IFP Advisors's DIAL Position: Q2 2026 in Review

IFP Advisors held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q2 2026 at 15 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #4800.

IFP Advisors first reported a position in DIAL in Q3 2019 and has held it in 18 quarters since. The position peaked at $480K in Q4 2021. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

IFP Advisors held 15 shares of Columbia Diversified Fixed Income Allocation ETF worth $273 as of Q2 2026.
IFP Advisors left its Columbia Diversified Fixed Income Allocation ETF share count unchanged in Q2 2026.
Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4800 holding.
IFP Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2019 and has held it in 18 quarters since.
IFP Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $480K in Q4 2021.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.