WPG Advisers’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

WPG Advisers’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	$1.53K	Hold	84	–	–	﹤0.01%	1256
2026 Q1	$1.52K	Hold	84	–	–	﹤0.01%	1159
2025 Q4	$1.54K	Sell	84 -97	-54%	-$1.79K	﹤0.01%	1196
2025 Q3	$3.34K	Sell	181 -169	-48%	-$3.08K	﹤0.01%	1016
2025 Q2	$6.37K	Hold	350	–	–	0.01%	802
2025 Q1	$6.26K	Hold	350	–	–	0.01%	801
2024 Q4	$6.14K	Buy	+350	New	+$6.28K	0.01%	768

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WPG Advisers's DIAL Position: Q2 2026 in Review

WPG Advisers held its Columbia Diversified Fixed Income Allocation ETF (DIAL) position steady in Q2 2026 at 84 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

WPG Advisers first reported a position in DIAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.37K in Q2 2025. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

WPG Advisers held 84 shares of Columbia Diversified Fixed Income Allocation ETF worth $1.53K as of Q2 2026.
WPG Advisers 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 WPG Advisers's portfolio in Q2 2026, its #1256 holding.
WPG Advisers first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Columbia Diversified Fixed Income Allocation ETF position peaked at $6.37K in Q2 2025.
51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.