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Waverly Advisors’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Waverly Advisors’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 		$267K Sell
14,754
-1,050
-7% -$19.3K ﹤0.01% 1367
2025
Q4 		$290K Buy
15,804
+5,392
+52% +$99.3K ﹤0.01% 1221
2025
Q3 		$192K Sell
10,412
-1,400
-12% -$25.5K ﹤0.01% 1222
2025
Q2 		$215K Sell
11,812
-1,500
-11% -$26.8K ﹤0.01% 1091
2025
Q1 		$238K Buy
+13,312
New +$236K ﹤0.01% 1005

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

Waverly Advisors's DIAL Position: Q1 2026 in Review

Waverly Advisors reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 6.6% in Q1 2026, selling an estimated $19.3K and leaving 14,754 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Waverly Advisors first reported a position in DIAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $290K in Q4 2025. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Waverly Advisors held 14,754 shares of Columbia Diversified Fixed Income Allocation ETF worth $267K as of Q1 2026.
  • Waverly Advisors sold 1,050 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $19.3K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1367 holding.
  • Waverly Advisors first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Columbia Diversified Fixed Income Allocation ETF position peaked at $290K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.