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Lifeworks Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Lifeworks 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
2025
Q1 		– Sell
-11,724
Closed -$206K – 310
2024
Q4 		$206K Sell
11,724
-295
-2% -$5.29K 0.04% 293
2024
Q3 		$222K Buy
+12,019
New +$218K 0.04% 277

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

Lifeworks Advisors's DIAL Position: Q1 2025 in Review

Lifeworks Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2025, closing a stake of 11,724 shares — an estimated $206K sold.

Lifeworks Advisors first reported a position in DIAL in Q3 2024 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2025.

  • Lifeworks Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 11,724 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2025, an estimated $206K.
  • Lifeworks Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2024 and held it in 2 quarters.
  • Lifeworks Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $222K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.