Janney Montgomery Scott
DIAL icon

Janney Montgomery Scott’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Janney Montgomery Scott’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
2025
Q1 		– Sell
-11,135
Closed -$195K – 2706
2024
Q4 		$195K Buy
11,135
+507
+5% +$9.09K ﹤0.01% 2560
2024
Q3 		$196K Buy
10,628
+420
+4% +$7.61K ﹤0.01% 2517
2024
Q2 		$180K Sell
10,208
-5,057
-33% -$88.7K ﹤0.01% 2470
2024
Q1 		$271K Sell
15,265
-318
-2% -$5.64K ﹤0.01% 2402
2023
Q4 		$281K Sell
15,583
-857
-5% -$14.7K ﹤0.01% 2256
2023
Q3 		$277K Sell
16,440
-2,554
-13% -$44.2K ﹤0.01% 2181
2023
Q2 		$334K Sell
18,994
-5,150
-21% -$91K ﹤0.01% 2166
2023
Q1 		$431K Sell
24,144
-12,020
-33% -$212K ﹤0.01% 1811
2022
Q4 		$625K Sell
36,164
-766
-2% -$13.2K ﹤0.01% 1623
2022
Q3 		$618K Sell
36,930
-8,475
-19% -$152K ﹤0.01% 1563
2022
Q2 		$798K Sell
45,405
-3,748
-8% -$68.6K ﹤0.01% 1353
2022
Q1 		$958K Buy
49,153
+9,093
+23% +$183K ﹤0.01% 1273
2021
Q4 		$854K Buy
40,060
+10,592
+36% +$225K ﹤0.01% 1421
2021
Q3 		$629K Buy
29,468
+5,486
+23% +$119K ﹤0.01% 1517
2021
Q2 		$517K Buy
23,982
+9,950
+71% +$213K ﹤0.01% 1610
2021
Q1 		$296K Buy
+14,032
New +$303K ﹤0.01% 1860

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott's DIAL Position: Q1 2025 in Review

Janney Montgomery Scott sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2025, closing a stake of 11,135 shares — an estimated $195K sold.

Janney Montgomery Scott first reported a position in DIAL in Q1 2021 and held it in 16 quarters. The position peaked at $958K in Q1 2022. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2025.

  • Janney Montgomery Scott reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,135 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2025, an estimated $195K.
  • Janney Montgomery Scott first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2021 and held it in 16 quarters.
  • Janney Montgomery Scott's Columbia Diversified Fixed Income Allocation ETF position peaked at $958K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.