Strategic Family Wealth Counselors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Strategic Family Wealth Counselors’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 Q1	–	Sell	-72,995	Closed	-$1.32M	–	120
2023 Q4	$1.32M	Buy	72,995 +55,345	+314%	+$948K	0.55%	44
2023 Q3	$297K	Hold	17,650	–	–	0.14%	79
2023 Q2	$311K	Hold	17,650	–	–	0.14%	76
2023 Q1	$315K	Hold	17,650	–	–	0.15%	72
2022 Q4	$305K	Sell	17,650 -2,565	-13%	-$44.1K	0.15%	74
2022 Q3	$338K	Hold	20,215	–	–	0.17%	61
2022 Q2	$357K	Sell	20,215 -9,873	-33%	-$181K	0.17%	60
2022 Q1	$586K	Sell	30,088 -47,100	-61%	-$949K	0.24%	52
2021 Q4	$1.65M	Buy	+77,188	New	+$1.64M	0.53%	36

Other funds holding DIAL

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

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

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Jane Street New York $777B AUM 61.18% 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

Strategic Family Wealth Counselors's DIAL Position: Q1 2024 in Review

Strategic Family Wealth Counselors sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2024, closing a stake of 72,995 shares — an estimated $1.32M sold.

Strategic Family Wealth Counselors first reported a position in DIAL in Q4 2021 and held it in 9 quarters. The position peaked at $1.65M in Q4 2021. 63 funds tracked by Wall St. Rank hold DIAL as of Q1 2024.

Strategic Family Wealth Counselors reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q1 2024 after selling out during the quarter.
Strategic Family Wealth Counselors sold 72,995 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2024, an estimated $1.32M.
Strategic Family Wealth Counselors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2021 and held it in 9 quarters.
Strategic Family Wealth Counselors's Columbia Diversified Fixed Income Allocation ETF position peaked at $1.65M in Q4 2021.
63 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2024.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2024, filed 14 May 2024.