SFP
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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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GFS
GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Sweet Financial Partners's DIAL Position: Q3 2022 in Review

Sweet Financial Partners sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2022, closing a stake of 20,475 shares — an estimated $362K sold.

Sweet Financial Partners first reported a position in DIAL in Q4 2021 and held it in 3 quarters. The position peaked at $18.8M in Q4 2021. 68 funds tracked by Wall St. Rank hold DIAL as of Q3 2022.

  • Sweet Financial Partners reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 20,475 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2022, an estimated $362K.
  • Sweet Financial Partners first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2021 and held it in 3 quarters.
  • Sweet Financial Partners's Columbia Diversified Fixed Income Allocation ETF position peaked at $18.8M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2022.

Based on Sweet Financial Partners's 13F filing for Q3 2022, filed 10 Nov 2022.