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

Providence Capital 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
2021
Q3 		– Sell
-600
Closed -$13K – 312
2021
Q2 		$13K Buy
+600
New +$12.8K ﹤0.01% 210

Other funds holding DIAL

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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Providence Capital Advisors's DIAL Position: Q3 2021 in Review

Providence Capital Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2021, closing a stake of 600 shares — an estimated $13K sold.

Providence Capital Advisors first reported a position in DIAL in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 75 funds tracked by Wall St. Rank hold DIAL as of Q3 2021.

  • Providence Capital Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Providence Capital Advisors sold 600 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2021, an estimated $13K.
  • Providence Capital Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2021 and held it in 1 quarter.
  • Providence Capital Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $13K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2021.

Based on Providence Capital Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.