IFP Advisors
DIAL icon

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
Q3 		– Sell
-15
Closed -$273 – 5267
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% 1247
2022
Q3 		$477K Sell
24,873
-53
-0.2% -$948 0.01% 954
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

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
BankPlus Wealth Management
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return
Glass Jacobson Investment Advisors
Glass Jacobson Investment Advisors Owings Mills, Maryland $326M AUM 13.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IFP Advisors's DIAL Position: Q3 2026 in Review

IFP Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2026, closing a stake of 15 shares — an estimated $273 sold.

IFP Advisors first reported a position in DIAL in Q3 2019 and held it in 18 quarters. The position peaked at $480K in Q4 2021. 12 funds tracked by Wall St. Rank hold DIAL as of Q3 2026.

  • IFP Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 15 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2026, an estimated $273.
  • IFP Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2019 and held it in 18 quarters.
  • IFP Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $480K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.