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 Q2	$1.45M	Sell	79,842 -5,201	-6%	-$94.6K	0.43%	50
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 $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

New Insight Wealth Advisors's DIAL Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 6.1% in Q2 2026, selling an estimated $94.6K and leaving 79,842 shares worth $1.45M. The position accounts for 0.43% of the portfolio, ranked #50.

New Insight Wealth Advisors first reported a position in DIAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q1 2024. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

New Insight Wealth Advisors held 79,842 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.45M as of Q2 2026.
New Insight Wealth Advisors sold 5,201 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $94.6K.
Columbia Diversified Fixed Income Allocation ETF made up 0.43% of New Insight Wealth Advisors's portfolio in Q2 2026, its #50 holding.
New Insight Wealth Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $2.84M in Q1 2024.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.