New Insight Wealth Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

New Insight Wealth 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	$1.54M	Buy	85,043 +6,554	+8%	+$120K	0.55%	44
2025 Q4	$1.44M	Buy	78,489 +47,987	+157%	+$884K	0.51%	43
2025 Q3	$563K	Buy	30,502 +1,568	+5%	+$28.6K	0.21%	73
2025 Q2	$527K	Sell	28,934 -9,203	-24%	-$164K	0.22%	66
2025 Q1	$682K	Sell	38,137 -14,601	-28%	-$259K	0.31%	45
2024 Q4	$924K	Sell	52,738 -20,263	-28%	-$363K	0.46%	38
2024 Q3	$1.35M	Sell	73,001 -73,003	-50%	-$1.32M	0.71%	27
2024 Q2	$2.58M	Sell	146,004 -13,626	-9%	-$239K	1.52%	19
2024 Q1	$2.84M	Buy	159,630 +5,664	+4%	+$100K	1.77%	18
2023 Q4	$2.78M	Buy	+153,966	New	+$2.64M	1.87%	17

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

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

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

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

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

New Insight Wealth Advisors's DIAL Position: Q1 2026 in Review

New Insight Wealth Advisors increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 8.4% in Q1 2026, buying an estimated $120K and bringing the position to 85,043 shares worth $1.54M. The position accounts for 0.55% of the portfolio, ranked #44.

New Insight Wealth Advisors first reported a position in DIAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.84M in Q1 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

New Insight Wealth Advisors held 85,043 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.54M as of Q1 2026.
New Insight Wealth Advisors bought 6,554 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $120K.
Columbia Diversified Fixed Income Allocation ETF made up 0.55% of New Insight Wealth Advisors's portfolio in Q1 2026, its #44 holding.
New Insight Wealth Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $2.84M in Q1 2024.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.