Sowell Financial Services’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-36,016	Closed	-$702K	–	294
2022 Q1	$702K	Sell	36,016 -12,362	-26%	-$249K	0.12%	113
2021 Q4	$1.03M	Buy	48,378 +5,393	+13%	+$115K	0.06%	326
2021 Q3	$918K	Buy	42,985 +10,818	+34%	+$234K	0.06%	307
2021 Q2	$693K	Buy	32,167 +7,279	+29%	+$156K	0.05%	371
2021 Q1	$533K	Buy	+24,888	New	+$538K	0.02%	621

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return

Sowell Financial Services's DIAL Position: Q2 2022 in Review

Sowell Financial Services sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2022, closing a stake of 36,016 shares — an estimated $702K sold.

Sowell Financial Services first reported a position in DIAL in Q1 2021 and held it in 5 quarters. The position peaked at $1.03M in Q4 2021. 80 funds tracked by Wall St. Rank hold DIAL as of Q2 2022.

Sowell Financial Services reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2022 after selling out during the quarter.
Sowell Financial Services sold 36,016 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2022, an estimated $702K.
Sowell Financial Services first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2021 and held it in 5 quarters.
Sowell Financial Services's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.03M in Q4 2021.
80 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2022.

Based on Sowell Financial Services's 13F filing for Q2 2022, filed 15 Aug 2022.