Kaydan Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Kaydan Wealth Management’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	-33,825	Closed	-$593K	–	110
2024 Q4	$593K	Buy	33,825 +11,653	+53%	+$209K	0.2%	54
2024 Q3	$410K	Buy	22,172 +5,905	+36%	+$107K	0.12%	69
2024 Q2	$287K	Buy	16,267 +356	+2%	+$6.25K	0.1%	85
2024 Q1	$283K	Buy	+15,911	New	+$282K	0.1%	83

Other funds holding DIAL

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 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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kaydan Wealth Management's DIAL Position: Q1 2025 in Review

Kaydan Wealth Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2025, closing a stake of 33,825 shares — an estimated $593K sold.

Kaydan Wealth Management first reported a position in DIAL in Q1 2024 and held it in 4 quarters. The position peaked at $593K in Q4 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2025.

Kaydan Wealth Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2025 after selling out during the quarter.
Kaydan Wealth Management sold 33,825 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2025, an estimated $593K.
Kaydan Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2024 and held it in 4 quarters.
Kaydan Wealth Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $593K in Q4 2024.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2025.

Based on Kaydan Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.