Prime Capital Investment Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Prime Capital Investment 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
2024 Q3	–	Sell	-12,037	Closed	-$212K	–	936
2024 Q2	$212K	Sell	12,037 -31	-0.3%	-$544	﹤0.01%	838
2024 Q1	$215K	Buy	12,068 +50	+0.4%	+$887	﹤0.01%	908
2023 Q4	$217K	Hold	12,018	–	–	﹤0.01%	855
2023 Q3	$202K	Hold	12,018	–	–	﹤0.01%	685
2023 Q2	$212K	Buy	+12,018	New	+$212K	﹤0.01%	695
2023 Q1	–	Sell	-12,384	Closed	-$214K	–	576
2022 Q4	$214K	Buy	+12,384	New	+$213K	0.01%	483

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prime Capital Investment Advisors's DIAL Position: Q3 2024 in Review

Prime Capital Investment Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2024, closing a stake of 12,037 shares — an estimated $212K sold.

Prime Capital Investment Advisors first reported a position in DIAL in Q4 2022 and held it in 6 quarters. The position peaked at $217K in Q4 2023. 57 funds tracked by Wall St. Rank hold DIAL as of Q3 2024.

Prime Capital Investment Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 12,037 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2024, an estimated $212K.
Prime Capital Investment Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2022 and held it in 6 quarters.
Prime Capital Investment Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $217K in Q4 2023.
57 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.