Sweet Financial Partners’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Sweet Financial 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
2022 Q3	–	Sell	-20,475	Closed	-$362K	–	167
2022 Q2	$362K	Sell	20,475 -824,431	-98%	-$15.1M	0.11%	116
2022 Q1	$16.5M	Sell	844,906 -37,452	-4%	-$755K	4.41%	5
2021 Q4	$18.8M	Buy	+882,358	New	+$18.8M	7.8%	4

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

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