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Sunbelt Securities’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Sunbelt Securities’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 		$21.1K Buy
1,169
+5
+0.4% +$92 ﹤0.01% 1276
2025
Q4 		$21.4K Sell
1,164
-230
-16% -$4.24K ﹤0.01% 1240
2025
Q3 		$25.7K Buy
+1,394
New +$25.4K ﹤0.01% 1192

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

Sunbelt Securities's DIAL Position: Q1 2026 in Review

Sunbelt Securities increased its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 0.43% in Q1 2026, buying an estimated $92 and bringing the position to 1,169 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Sunbelt Securities first reported a position in DIAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $25.7K in Q3 2025. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Sunbelt Securities held 1,169 shares of Columbia Diversified Fixed Income Allocation ETF worth $21.1K as of Q1 2026.
  • Sunbelt Securities bought 5 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $92.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1276 holding.
  • Sunbelt Securities first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Columbia Diversified Fixed Income Allocation ETF position peaked at $25.7K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.