Private Advisor Group’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Private Advisor Group’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	$1.7M	Buy	93,343 +4,731	+5%	+$86K	0.01%	1090
2026 Q1	$1.6M	Sell	88,612 -3,208	-3%	-$58.9K	0.01%	1149
2025 Q4	$1.69M	Buy	91,820 +72,626	+378%	+$1.34M	0.01%	1120
2025 Q3	$354K	Buy	+19,194	New	+$350K	﹤0.01%	1974
2024 Q4	–	Sell	-16,624	Closed	-$307K	–	2334
2024 Q3	$307K	Sell	16,624 -450	-3%	-$8.16K	﹤0.01%	1932
2024 Q2	$301K	Buy	17,074 +1,790	+12%	+$31.4K	﹤0.01%	1877
2024 Q1	$272K	Sell	15,284 -51,219	-77%	-$909K	﹤0.01%	1911
2023 Q4	$1.2M	Buy	66,503 +4,833	+8%	+$82.8K	0.01%	1024
2023 Q3	$1.04M	Sell	61,670 -3,083	-5%	-$53.4K	0.01%	1023
2023 Q2	$1.14M	Buy	64,753 +21,258	+49%	+$376K	0.01%	985
2023 Q1	$777K	Sell	43,495 -79,910	-65%	-$1.41M	0.01%	1111
2022 Q4	$220K	Buy	123,405 +4,686	+4%	+$80.5K	0.01%	863
2022 Q3	$1.99M	Sell	118,719 -1,444	-1%	-$25.8K	0.02%	624
2022 Q2	$2.12M	Sell	120,163 -4,630	-4%	-$84.7K	0.02%	729
2022 Q1	$2.43M	Sell	124,793 -10,462	-8%	-$211K	0.02%	721
2021 Q4	$2.88M	Sell	135,255 -29,340	-18%	-$624K	0.02%	667
2021 Q3	$3.52M	Buy	164,595 +20,974	+15%	+$453K	0.02%	655
2021 Q2	$3.1M	Buy	143,621 +1,433	+1%	+$30.7K	0.03%	587
2021 Q1	$3M	Buy	142,188 +3,062	+2%	+$66.1K	0.03%	551
2020 Q4	$3.07M	Buy	139,126 +15,654	+13%	+$341K	0.03%	499
2020 Q3	$2.65M	Buy	123,472 +13,431	+12%	+$290K	0.03%	466
2020 Q2	$2.32M	Buy	110,041 +454	+0.4%	+$9.39K	0.03%	485
2020 Q1	$2.18M	Buy	109,587 +20,430	+23%	+$420K	0.04%	415
2019 Q4	$1.86M	Buy	89,157 +54,915	+160%	+$1.14M	0.03%	560
2019 Q3	$712K	Buy	34,242 +6,945	+25%	+$143K	0.01%	928
2019 Q2	$558K	Buy	27,297 +10,826	+66%	+$216K	0.01%	989
2019 Q1	$328K	Buy	+16,471	New	+$320K	0.01%	1155

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

Private Advisor Group's DIAL Position: Q2 2026 in Review

Private Advisor Group increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 5.3% in Q2 2026, buying an estimated $86K and bringing the position to 93,343 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #1090.

Private Advisor Group first reported a position in DIAL in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.52M in Q3 2021. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

Private Advisor Group held 93,343 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.7M as of Q2 2026.
Private Advisor Group bought 4,731 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $86K.
Columbia Diversified Fixed Income Allocation ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1090 holding.
Private Advisor Group first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2019 and has held it in 27 quarters since.
Private Advisor Group's Columbia Diversified Fixed Income Allocation ETF position peaked at $3.52M in Q3 2021.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.