Silicon Hills Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Silicon Hills Wealth Management’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
2022 Q1	–	Sell	-41,451	Closed	-$883K	–	111
2021 Q4	$883K	Sell	41,451 -40,955	-50%	-$871K	0.55%	52
2021 Q3	$1.76M	Sell	82,406 -23,621	-22%	-$511K	1.21%	20
2021 Q2	$2.29M	Buy	106,027 +930	+0.9%	+$19.9K	1.77%	14
2021 Q1	$2.22M	Buy	105,097 +54,126	+106%	+$1.17M	2.01%	13
2020 Q4	$1.13M	Buy	+50,971	New	+$1.11M	1.02%	28

Other funds holding DIAL

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

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

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Silicon Hills Wealth Management's DIAL Position: Q1 2022 in Review

Silicon Hills Wealth Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2022, closing a stake of 41,451 shares — an estimated $883K sold.

Silicon Hills Wealth Management first reported a position in DIAL in Q4 2020 and held it in 5 quarters. The position peaked at $2.29M in Q2 2021. 93 funds tracked by Wall St. Rank hold DIAL as of Q1 2022.

Silicon Hills Wealth Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 41,451 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2022, an estimated $883K.
Silicon Hills Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2020 and held it in 5 quarters.
Silicon Hills Wealth Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $2.29M in Q2 2021.
93 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.