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

WealthPLAN 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
2024
Q4 		– Sell
-11,387
Closed -$210K – 244
2024
Q3 		$210K Sell
11,387
-273
-2% -$4.95K 0.03% 247
2024
Q2 		$206K Buy
11,660
+195
+2% +$3.42K 0.02% 286
2024
Q1 		$204K Buy
11,465
+7
+0.1% +$124 0.02% 292
2023
Q4 		$207K Buy
11,458
+78
+0.7% +$1.34K 0.02% 303
2023
Q3 		$192K Buy
11,380
+225
+2% +$3.9K 0.02% 303
2023
Q2 		$196K Buy
11,155
+524
+5% +$9.26K 0.03% 292
2023
Q1 		$190K Sell
10,631
-2,061
-16% -$36.4K 0.02% 312
2022
Q4 		$224K Buy
+12,692
New +$218K 0.02% 360
2022
Q1 		$303K Sell
16,557
-34,639
-68% -$698K 0.02% 316
2021
Q4 		$1.06M Sell
51,196
-1,149
-2% -$24.4K 0.07% 169
2021
Q3 		$1.11M Sell
52,345
-118,083
-69% -$2.55M 0.07% 162
2021
Q2 		$3.67M Buy
170,428
+3,503
+2% +$75K 0.26% 79
2021
Q1 		$3.57M Buy
166,925
+15,487
+10% +$335K 0.28% 75
2020
Q4 		$3.31M Sell
151,438
-17,752
-10% -$386K 0.28% 76
2020
Q3 		$3.68M Buy
169,190
+15,961
+10% +$344K 0.36% 75
2020
Q2 		$3.32M Buy
+153,229
New +$3.17M 0.34% 74

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthPLAN Partners's DIAL Position: Q4 2024 in Review

WealthPLAN Partners sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2024, closing a stake of 11,387 shares — an estimated $210K sold.

WealthPLAN Partners first reported a position in DIAL in Q2 2020 and held it in 16 quarters. The position peaked at $3.68M in Q3 2020. 53 funds tracked by Wall St. Rank hold DIAL as of Q4 2024.

  • WealthPLAN Partners reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 11,387 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2024, an estimated $210K.
  • WealthPLAN Partners first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2020 and held it in 16 quarters.
  • WealthPLAN Partners's Columbia Diversified Fixed Income Allocation ETF position peaked at $3.68M in Q3 2020.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.