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Sound Income Strategies’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Sound Income Strategies’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
2024
Q3 		– Sell
-384
Closed -$6.8K – 1427
2024
Q2 		$6.8K Buy
+384
New +$6.74K ﹤0.01% 862

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sound Income Strategies's DIAL Position: Q3 2024 in Review

Sound Income Strategies sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2024, closing a stake of 384 shares — an estimated $6.8K sold.

Sound Income Strategies first reported a position in DIAL in Q2 2024 and held it in 1 quarter. The position peaked at $6.8K in Q2 2024. 57 funds tracked by Wall St. Rank hold DIAL as of Q3 2024.

  • Sound Income Strategies reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Sound Income Strategies sold 384 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2024, an estimated $6.8K.
  • Sound Income Strategies first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2024 and held it in 1 quarter.
  • Sound Income Strategies's Columbia Diversified Fixed Income Allocation ETF position peaked at $6.8K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.