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

Strategic Wealth Partners’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
2026
Q1 		– Hold
0
– – – 1472
2025
Q4 		– Sell
-10,772
Closed -$198K – 1453
2025
Q3 		$199K Buy
+10,772
New +$196K 0.01% 335

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Strategic Wealth Partners's DIAL Position: Q1 2026 in Review

Strategic Wealth Partners held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q1 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Strategic Wealth Partners first reported a position in DIAL in Q3 2025 and has held it in 1 quarter since. The position peaked at $199K in Q3 2025. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Strategic Wealth Partners held 0 shares of Columbia Diversified Fixed Income Allocation ETF worth $1 as of Q1 2026.
  • Strategic Wealth Partners left its Columbia Diversified Fixed Income Allocation ETF share count unchanged in Q1 2026.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1472 holding.
  • Strategic Wealth Partners first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2025 and has held it in 1 quarter since.
  • Strategic Wealth Partners's Columbia Diversified Fixed Income Allocation ETF position peaked at $199K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.