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

Parallel 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
Q3 		– Sell
-600
Closed -$10.9K – 3585
2025
Q2 		$10.9K Hold
600
– – ﹤0.01% 2449
2025
Q1 		$10.7K Hold
600
– – ﹤0.01% 2408
2024
Q4 		$10.5K Hold
600
– – ﹤0.01% 2402
2024
Q3 		$11.1K Hold
600
– – ﹤0.01% 2359
2024
Q2 		$10.6K Hold
600
– – ﹤0.01% 2295
2024
Q1 		$10.7K Hold
600
– – ﹤0.01% 2280
2023
Q4 		$10.8K Sell
600
-5,267
-90% -$90.2K ﹤0.01% 2256
2023
Q3 		$98.8K Buy
5,867
+4,277
+269% +$74.1K ﹤0.01% 1091
2023
Q2 		$28K Hold
1,590
– – ﹤0.01% 1687
2023
Q1 		$28.4K Hold
1,590
– – ﹤0.01% 1655
2022
Q4 		$27.5K Sell
1,590
-229
-13% -$3.93K ﹤0.01% 1569
2022
Q3 		$30K Sell
1,819
-8,260
-82% -$148K ﹤0.01% 1493
2022
Q2 		$178K Buy
10,079
+2,974
+42% +$54.4K 0.01% 731
2022
Q1 		$139K Sell
7,105
-10,151
-59% -$205K 0.01% 853
2021
Q4 		$368K Sell
17,256
-1,380
-7% -$29.3K 0.01% 543
2021
Q3 		$398K Sell
18,636
-116
-0.6% -$2.51K 0.02% 469
2021
Q2 		$404K Sell
18,752
-4,369
-19% -$93.5K 0.02% 443
2021
Q1 		$488K Sell
23,121
-3,958
-15% -$85.5K 0.02% 356
2020
Q4 		$598K Sell
27,079
-1,821
-6% -$39.6K 0.03% 297
2020
Q3 		$622K Buy
28,900
+10,079
+54% +$217K 0.04% 260
2020
Q2 		$397K Buy
+18,821
New +$389K 0.03% 354

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parallel Advisors's DIAL Position: Q3 2025 in Review

Parallel Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2025, closing a stake of 600 shares — an estimated $10.9K sold.

Parallel Advisors first reported a position in DIAL in Q2 2020 and held it in 21 quarters. The position peaked at $622K in Q3 2020. 55 funds tracked by Wall St. Rank hold DIAL as of Q3 2025.

  • Parallel Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Parallel Advisors sold 600 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2025, an estimated $10.9K.
  • Parallel Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2020 and held it in 21 quarters.
  • Parallel Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $622K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2025.

Based on Parallel Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.