Mariner Independent Advisor Network’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Mariner Independent Advisor Network’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 Q3	–	Sell	-16,257	Closed	-$287K	–	563
2022 Q2	$287K	Sell	16,257 -30	-0.2%	-$549	0.01%	519
2022 Q1	$317K	Sell	16,287 -2,059	-11%	-$41.5K	0.01%	477
2021 Q4	$390K	Buy	18,346 +431	+2%	+$9.16K	0.02%	414
2021 Q3	$383K	Buy	17,915 +365	+2%	+$7.89K	0.02%	426
2021 Q2	$378K	Buy	17,550 +582	+3%	+$12.5K	0.02%	441
2021 Q1	$358K	Buy	16,968 +3,174	+23%	+$68.6K	0.02%	396
2020 Q4	$305K	Buy	+13,794	New	+$300K	0.02%	378

Other funds holding DIAL

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

OIA

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

AAS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

GFS

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Mariner Independent Advisor Network's DIAL Position: Q3 2022 in Review

Mariner Independent Advisor Network sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2022, closing a stake of 16,257 shares — an estimated $287K sold.

Mariner Independent Advisor Network first reported a position in DIAL in Q4 2020 and held it in 7 quarters. The position peaked at $390K in Q4 2021. 68 funds tracked by Wall St. Rank hold DIAL as of Q3 2022.

Mariner Independent Advisor Network reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 16,257 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2022, an estimated $287K.
Mariner Independent Advisor Network first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2020 and held it in 7 quarters.
Mariner Independent Advisor Network's Columbia Diversified Fixed Income Allocation ETF position peaked at $390K in Q4 2021.
68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.