Total Clarity Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Total Clarity Wealth Management’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	-927	Closed	-$16K	–	396
2022 Q2	$16K	Buy	+927	New	+$17K	0.01%	581
2022 Q1	–	Sell	-4,477	Closed	-$95K	–	371
2021 Q4	$95K	Sell	4,477 -200	-4%	-$4.25K	0.04%	324
2021 Q3	$100K	Buy	+4,677	New	+$101K	0.05%	303
2021 Q2	–	Sell	-3,177	Closed	-$67K	–	316
2021 Q1	$67K	Buy	+3,177	New	+$68.6K	0.04%	297

Other funds holding DIAL

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

OIA

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

AAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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 $377B AUM 19.32% 1-Year Est. Return

GFS

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

Total Clarity Wealth Management's DIAL Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q3 2022, closing a stake of 927 shares — an estimated $16K sold.

Total Clarity Wealth Management first reported a position in DIAL in Q1 2021 and held it in 4 quarters. The position peaked at $100K in Q3 2021. 68 funds tracked by Wall St. Rank hold DIAL as of Q3 2022.

Total Clarity Wealth Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 927 Columbia Diversified Fixed Income Allocation ETF shares in Q3 2022, an estimated $16K.
Total Clarity Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $100K in Q3 2021.
68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.