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

Millington Financial 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
2026
Q1 		$1.26M Buy
68,908
+1,559
+2% +$28.6K 0.53% 46
2025
Q4 		$1.24M Sell
67,349
-6,753
-9% -$124K 0.55% 48
2025
Q3 		$1.36M Buy
74,102
+3,341
+5% +$60.9K 0.66% 48
2025
Q2 		$1.28M Buy
70,761
+9,361
+15% +$167K 0.65% 47
2025
Q1 		$1.07M Buy
61,400
+2,029
+3% +$36K 0.66% 46
2024
Q4 		$1.05M Buy
59,371
+8,888
+18% +$159K 0.61% 44
2024
Q3 		$933K Buy
50,483
+2,402
+5% +$43.5K 0.58% 43
2024
Q2 		$848K Buy
48,081
+822
+2% +$14.4K 0.59% 44
2024
Q1 		$840K Buy
47,259
+1,500
+3% +$26.6K 0.6% 44
2023
Q4 		$826K Sell
45,759
-3,133
-6% -$53.7K 0.66% 44
2023
Q3 		$823K Buy
48,892
+1,374
+3% +$23.8K 0.74% 41
2023
Q2 		$837K Sell
47,518
-5,384
-10% -$95.1K 0.74% 41
2023
Q1 		$945K Sell
52,902
-244
-0.5% -$4.31K 0.87% 39
2022
Q4 		$919K Buy
+53,146
New +$913K 0.9% 37

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Millington Financial Advisors's DIAL Position: Q1 2026 in Review

Millington Financial Advisors increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 2.3% in Q1 2026, buying an estimated $28.6K and bringing the position to 68,908 shares worth $1.26M. The position accounts for 0.53% of the portfolio, ranked #46.

Millington Financial Advisors first reported a position in DIAL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q3 2025. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Millington Financial Advisors held 68,908 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.26M as of Q1 2026.
  • Millington Financial Advisors bought 1,559 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $28.6K.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.53% of Millington Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • Millington Financial Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2022 and has held it in 14 quarters since.
  • Millington Financial Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.36M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.