Ipsen Advisor Group’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Ipsen Advisor Group’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 Q4	$425K	Buy	+24,558	New	+$422K	0.49%	51

Other funds holding DIAL

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

AAS

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

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

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

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

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

GFS

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

OIA

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

LOIP

Live Oak Investment Partners Austin, Texas $169M AUM 17.72% 1-Year Est. Return

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

Ipsen Advisor Group's DIAL Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2022: 24,558 shares worth $425K. The stake represents 0.49% of the portfolio and ranks #51 among its holdings.

68 funds tracked by Wall St. Rank hold DIAL as of Q4 2022.

Ipsen Advisor Group held 24,558 shares of Columbia Diversified Fixed Income Allocation ETF worth $425K as of Q4 2022.
Columbia Diversified Fixed Income Allocation ETF was a new Ipsen Advisor Group position in Q4 2022.
Columbia Diversified Fixed Income Allocation ETF made up 0.49% of Ipsen Advisor Group's portfolio in Q4 2022, its #51 holding.
68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.