WealthPlan Investment Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

WealthPlan Investment 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
2026 Q1	$213K	Hold	11,756	–	–	0.01%	441
2025 Q4	$216K	Hold	11,756	–	–	0.01%	357
2025 Q3	$217K	Hold	11,756	–	–	0.01%	315
2025 Q2	$214K	Buy	11,756 +1	+0%	+$18	0.02%	329
2025 Q1	$210K	Buy	11,755 +2	+0%	+$35	0.02%	257
2024 Q4	$206K	Buy	+11,753	New	+$211K	0.02%	255
2023 Q3	–	Sell	-2,205	Closed	-$38.8K	–	206
2023 Q2	$38.8K	Sell	2,205 -221	-9%	-$3.9K	0.01%	210
2023 Q1	$43.4K	Sell	2,426 -10,266	-81%	-$181K	0.01%	256
2022 Q4	$224K	Buy	12,692 +259	+2%	+$4.45K	0.02%	360
2022 Q3	$222K	Buy	+12,433	New	+$222K	0.02%	339
2022 Q1	$303K	Buy	+16,557	New	+$334K	0.02%	316

Other funds holding DIAL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WealthPlan Investment Management's DIAL Position: Q1 2026 in Review

WealthPlan Investment Management held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q1 2026 at 11,756 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #441.

WealthPlan Investment Management first reported a position in DIAL in Q1 2022 and has held it in 11 quarters since. The position peaked at $303K in Q1 2022. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

WealthPlan Investment Management held 11,756 shares of Columbia Diversified Fixed Income Allocation ETF worth $213K as of Q1 2026.
WealthPlan Investment Management left its Columbia Diversified Fixed Income Allocation ETF share count unchanged in Q1 2026.
Columbia Diversified Fixed Income Allocation ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #441 holding.
WealthPlan Investment Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $303K in Q1 2022.
53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.