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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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Private Advisor Group's DIAL Position: Q1 2026 in Review

Private Advisor Group reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 3.5% in Q1 2026, selling an estimated $58.9K and leaving 88,612 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #1149.

Private Advisor Group first reported a position in DIAL in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.52M in Q3 2021. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Private Advisor Group held 88,612 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.6M as of Q1 2026.
  • Private Advisor Group sold 3,208 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $58.9K.
  • Columbia Diversified Fixed Income Allocation ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1149 holding.
  • Private Advisor Group first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2019 and has held it in 26 quarters since.
  • Private Advisor Group's Columbia Diversified Fixed Income Allocation ETF position peaked at $3.52M in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.