Koshinski Asset Management
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Koshinski Asset Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-116
Closed -$2.26K – 895
2022
Q1 		$2.26K Buy
+116
New +$2.34K ﹤0.01% 1950

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OIA
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AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Koshinski Asset Management's DIAL Position: Q2 2022 in Review

Koshinski Asset Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2022, closing a stake of 116 shares — an estimated $2.26K sold.

Koshinski Asset Management first reported a position in DIAL in Q1 2022 and held it in 1 quarter. The position peaked at $2.26K in Q1 2022. 80 funds tracked by Wall St. Rank hold DIAL as of Q2 2022.

  • Koshinski Asset Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 116 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2022, an estimated $2.26K.
  • Koshinski Asset Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2022 and held it in 1 quarter.
  • Koshinski Asset Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $2.26K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.