PVI
DIAL icon

Pine Valley Investments’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Pine Valley Investments’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 		$1.24M Sell
67,979
-754,958
-92% -$13.7M 0.05% 281
2026
Q1 		$14.9M Sell
822,937
-624,492
-43% -$11.5M 0.68% 34
2025
Q4 		$26.6M Buy
1,447,429
+131,946
+10% +$2.43M 1.23% 15
2025
Q3 		$24.3M Buy
1,315,483
+71,120
+6% +$1.3M 1.19% 12
2025
Q2 		$22.7M Buy
1,244,363
+2,471
+0.2% +$44.1K 1.26% 9
2025
Q1 		$22.2M Sell
1,241,892
-38,395
-3% -$681K 1.34% 9
2024
Q4 		$22.4M Buy
1,280,287
+169,095
+15% +$3.03M 1.34% 11
2024
Q3 		$20.5M Buy
1,111,192
+182,219
+20% +$3.3M 1.24% 9
2024
Q2 		$16.4M Buy
928,973
+30,682
+3% +$538K 1.07% 13
2024
Q1 		$16M Buy
898,291
+309,270
+53% +$5.49M 1.07% 12
2023
Q4 		$10.6M Buy
589,021
+79,739
+16% +$1.37M 0.77% 25
2023
Q3 		$8.57M Buy
509,282
+55,709
+12% +$965K 0.78% 24
2023
Q2 		$7.99M Buy
453,573
+16,900
+4% +$299K 0.78% 27
2023
Q1 		$7.72M Buy
+436,673
New +$7.71M 1.14% 19

Other funds holding DIAL

CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $222M AUM 19.54% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Pine Valley Investments's DIAL Position: Q2 2026 in Review

Pine Valley Investments reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 92% in Q2 2026, selling an estimated $13.7M and leaving 67,979 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #281.

Pine Valley Investments first reported a position in DIAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $26.6M in Q4 2025. 20 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • Pine Valley Investments held 67,979 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.24M as of Q2 2026.
  • Pine Valley Investments sold 754,958 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $13.7M.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.05% of Pine Valley Investments's portfolio in Q2 2026, its #281 holding.
  • Pine Valley Investments first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Columbia Diversified Fixed Income Allocation ETF position peaked at $26.6M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.