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

PSI 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
2025 Q2	–	Sell	-42	Closed	-$751	–	239
2025 Q1	$751	Hold	42	–	–	﹤0.01%	661
2024 Q4	$736	Hold	42	–	–	﹤0.01%	798
2024 Q3	$776	Hold	42	–	–	﹤0.01%	793
2024 Q2	$741	Hold	42	–	–	﹤0.01%	774
2024 Q1	$747	Hold	42	–	–	﹤0.01%	716
2023 Q4	$758	Hold	42	–	–	﹤0.01%	781
2023 Q3	$707	Hold	42	–	–	﹤0.01%	759
2023 Q2	$740	Hold	42	–	–	﹤0.01%	750
2023 Q1	$751	Hold	42	–	–	﹤0.01%	694
2022 Q4	$726	Hold	42	–	–	﹤0.01%	688
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	679
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	709
2022 Q1	$1K	Hold	42	–	–	﹤0.01%	659
2021 Q4	$1K	Buy	+42	New	+$893	﹤0.01%	704

Other funds holding DIAL

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

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

PSI Advisors's DIAL Position: Q2 2025 in Review

PSI Advisors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2025, closing a stake of 42 shares — an estimated $751 sold.

PSI Advisors first reported a position in DIAL in Q4 2021 and held it in 14 quarters. The position peaked at $1K in Q3 2022. 54 funds tracked by Wall St. Rank hold DIAL as of Q2 2025.

PSI Advisors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 42 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2025, an estimated $751.
PSI Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2021 and held it in 14 quarters.
PSI Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $1K in Q3 2022.
54 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.