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

Westside 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 Q2	$72.7K	Hold	4,000	–	–	0.01%	496
2026 Q1	$72.3K	Hold	4,000	–	–	0.01%	479
2025 Q4	$73.4K	Hold	4,000	–	–	0.01%	451
2025 Q3	$73.8K	Hold	4,000	–	–	0.01%	450
2025 Q2	$72.8K	Hold	4,000	–	–	0.01%	393
2025 Q1	$71.5K	Buy	+4,000	New	+$70.9K	0.02%	355

Other funds holding DIAL

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Westside Investment Management's DIAL Position: Q2 2026 in Review

Westside Investment Management held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q2 2026 at 4,000 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #496.

Westside Investment Management first reported a position in DIAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $73.8K in Q3 2025. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

Westside Investment Management held 4,000 shares of Columbia Diversified Fixed Income Allocation ETF worth $72.7K as of Q2 2026.
Westside Investment Management left its Columbia Diversified Fixed Income Allocation ETF share count unchanged in Q2 2026.
Columbia Diversified Fixed Income Allocation ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #496 holding.
Westside Investment Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q1 2025 and has held it in 6 quarters since.
Westside Investment Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $73.8K in Q3 2025.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.