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

Western 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 Q4	–	Sell	-16,589	Closed	-$278K	–	643
2022 Q3	$278K	Buy	16,589 +24	+0.1%	+$429	0.02%	653
2022 Q2	$293K	Sell	16,565 -437	-3%	-$7.99K	0.02%	625
2022 Q1	$332K	Buy	+17,002	New	+$343K	0.02%	642
2021 Q2	$203K	Buy	+9,435	New	+$202K	0.02%	599

Other funds holding DIAL

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

AAS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

GFS

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

OIA

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

LOIP

Live Oak Investment Partners Austin, Texas $169M AUM 17.72% 1-Year Est. Return

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

Western Wealth Management's DIAL Position: Q4 2022 in Review

Western Wealth Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q4 2022, closing a stake of 16,589 shares — an estimated $278K sold.

Western Wealth Management first reported a position in DIAL in Q2 2021 and held it in 4 quarters. The position peaked at $332K in Q1 2022. 68 funds tracked by Wall St. Rank hold DIAL as of Q4 2022.

Western Wealth Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 16,589 Columbia Diversified Fixed Income Allocation ETF shares in Q4 2022, an estimated $278K.
Western Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q2 2021 and held it in 4 quarters.
Western Wealth Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $332K in Q1 2022.
68 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.