| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 822,937 | $14.88M | 0.7% | -43.1% | 3.547% | |
| 5/19/2026 | Bank of America Corp DE | 1,233,531 | $22.30M | 0.0% | +33.6% | 5.317% | |
| 5/18/2026 | Royal Bank of Canada | 235,193 | $4.25M | 0.0% | +13.9% | 1.014% | |
| 5/15/2026 | Waverly Advisors LLC | 14,754 | $267K | 0.0% | -6.6% | 0.064% | |
| 5/13/2026 | Cetera Investment Advisers | 43,368 | $784K | 0.0% | -3.1% | 0.187% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 21,285 | $385K | 0.1% | +19.7% | 0.095% | |
| 4/27/2026 | Private Advisor Group LLC | 88,612 | $1.60M | 0.0% | -3.5% | 0.396% | |
| 2/17/2026 | Cetera Investment Advisers | 44,771 | $822K | 0.0% | -20.1% | 0.185% | |
| 2/17/2026 | Osaic Holdings Inc. | 33,231 | $610K | 0.0% | -37.6% | 0.137% | |
| 2/17/2026 | Advisory Services Network LLC | 10,066 | $185K | 0.0% | +28.6% | 0.042% | |
Get the Latest News and Ratings for DIAL and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Columbia Diversified Fixed Income Allocation ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 2/17/2026 | Royal Bank of Canada | 206,502 | $3.79M | 0.0% | +22.4% | 0.853% | |
| 2/16/2026 | MML Investors Services LLC | 16,236 | $298K | 0.0% | N/A | 0.067% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,300 | $152K | 0.0% | N/A | 0.034% | |
| 2/13/2026 | Wells Fargo & Company MN | 605,222 | $11.11M | 0.0% | -62.9% | 2.501% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 35,122 | $645K | 0.0% | +37.7% | 0.145% | |
| 2/11/2026 | LPL Financial LLC | 2,183,465 | $40.08M | 0.0% | +75.6% | 9.023% | |
| 2/11/2026 | SouthState Bank Corp | 2,578 | $47K | 0.0% | -21.7% | 0.011% | |
| 2/11/2026 | Convergence Financial LLC | 326,547 | $5.99M | 0.9% | +3.6% | 1.349% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 749,943 | $13.77M | 0.0% | N/A | 3.099% | |
| 2/10/2026 | Acorn Wealth Advisors LLC | 44,845 | $823K | 0.2% | -12.9% | 0.185% | |
| 2/9/2026 | Millington Financial Advisors LLC | 67,349 | $1.24M | 0.6% | -9.1% | 0.278% | |
| 2/9/2026 | Collaborative Wealth Managment Inc. | 30,665 | $563K | 0.2% | -5.2% | 0.127% | |
| 2/9/2026 | HBK Sorce Advisory LLC | 23,690 | $437K | 0.0% | -31.1% | 0.098% | |
| 2/4/2026 | BankPlus Wealth Management LLC | 58,402 | $1.07M | 0.6% | +14.0% | 0.241% | |
| 2/2/2026 | Cornerstone Planning Group LLC | 8,633 | $159K | 0.0% | N/A | 0.036% | |
| 1/29/2026 | UBS Group AG | 601,390 | $11.04M | 0.0% | -1.1% | 2.485% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 13,791 | $253K | 0.0% | -5.9% | 0.057% | |
| 1/27/2026 | Mainstay Capital Management LLC ADV | 27,821 | $511K | 0.0% | +134.9% | 0.115% | |
| 1/27/2026 | 5T Wealth LLC | 10,986 | $202K | 0.1% | N/A | 0.045% | |
| 1/27/2026 | Hobart Private Capital LLC | 312,109 | $5.73M | 1.1% | +2.5% | 1.290% | |
| 1/21/2026 | Walkner Condon Financial Advisors LLC | 17,785 | $326K | 0.0% | +5.9% | 0.075% | |
| 12/10/2025 | Mainstay Capital Management LLC ADV | 11,846 | $219K | 0.0% | N/A | 0.053% | |
| 11/19/2025 | Sunbelt Securities Inc. | 1,394 | $26K | 0.0% | N/A | 0.006% | |
| 11/18/2025 | Advisory Services Network LLC | 7,830 | $144K | 0.0% | N/A | 0.035% | |
| 11/17/2025 | First Foundation Advisors | 56,448 | $1.04M | 0.0% | -5.5% | 0.251% | |
| 11/17/2025 | Focus Partners Wealth | 42,147 | $778K | 0.0% | -8.1% | 0.187% | |
| 11/17/2025 | Bank of America Corp DE | 897,722 | $16.56M | 0.0% | -2.9% | 3.990% | |
| 11/17/2025 | Ameriprise Financial Inc. | 6,619,968 | $122.14M | 0.0% | +13.8% | 29.422% | |
| 11/14/2025 | Raymond James Financial Inc. | 43,492 | $802K | 0.0% | -5.0% | 0.193% | |
| 11/13/2025 | UBS Group AG | 608,235 | $11.22M | 0.0% | +0.8% | 2.703% | |
A letter from Shannon Stansberry (Ad) Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief.
It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. Watch the full story and see the verified track record for yourself |
| 11/13/2025 | Private Advisor Group LLC | 19,194 | $354K | 0.0% | N/A | 0.085% | |
| 11/12/2025 | Choreo LLC | 11,772 | $217K | 0.0% | N/A | 0.052% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 14,219 | $262K | 0.0% | -61.4% | 0.063% | |
| 11/10/2025 | Convergence Financial LLC | 315,253 | $5.82M | 0.9% | N/A | 1.401% | |
| 11/7/2025 | Collaborative Wealth Managment Inc. | 32,354 | $597K | 0.2% | -5.3% | 0.144% | |
| 11/5/2025 | SouthState Bank Corp | 3,293 | $61K | 0.0% | -28.0% | 0.015% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 13,897 | $256K | 0.0% | -87.3% | 0.062% | |
| 10/31/2025 | Acorn Wealth Advisors LLC | 51,504 | $950K | 0.3% | -11.6% | 0.234% | |
| 10/30/2025 | Millington Financial Advisors LLC | 74,102 | $1.36M | 0.7% | +4.7% | 0.337% | |
| 10/30/2025 | BankPlus Wealth Management LLC | 51,216 | $945K | 0.6% | +3.5% | 0.233% | |
| 10/29/2025 | New Insight Wealth Advisors | 30,502 | $563K | 0.2% | +5.4% | 0.139% | |
| 10/29/2025 | Walkner Condon Financial Advisors LLC | 16,790 | $310K | 0.0% | +5.7% | 0.076% | |
| 10/16/2025 | HBK Sorce Advisory LLC | 34,361 | $634K | 0.0% | -4.4% | 0.157% | |
| 10/14/2025 | HBK Sorce Advisory LLC | 34,361 | $632K | 0.0% | -4.4% | 0.158% | |
| 10/1/2025 | Hobart Private Capital LLC | 304,616 | $5.62M | 1.2% | N/A | 1.457% | |
| 9/4/2025 | Osaic Holdings Inc. | 53,123 | $967K | 0.0% | -7.7% | 0.254% | |
| 8/15/2025 | Bank of America Corp DE | 924,879 | $16.84M | 0.0% | -2.5% | 4.425% | |
| 8/15/2025 | Ameriprise Financial Inc. | 5,814,816 | $105.89M | 0.0% | -2.2% | 27.822% | |
| 8/14/2025 | Jane Street Group LLC | 35,848 | $653K | 0.0% | -73.2% | 0.172% | |
| 8/14/2025 | Raymond James Financial Inc. | 45,758 | $833K | 0.0% | +2.4% | 0.219% | |
| 8/13/2025 | Millington Financial Advisors LLC | 70,761 | $1.28M | 0.6% | +15.2% | 0.339% | |
| 8/12/2025 | JPMorgan Chase & Co. | 10,742 | $196K | 0.0% | -18.2% | 0.051% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 34,178 | $622K | 0.3% | -25.4% | 0.166% | |
| 8/8/2025 | Cetera Investment Advisers | 84,809 | $1.54M | 0.0% | +3.5% | 0.412% | |
| 8/6/2025 | SouthState Corp | 4,572 | $83K | 0.0% | -29.6% | 0.022% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 1,781 | $32K | 0.0% | -29.7% | 0.009% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 108,387 | $1.97M | 0.1% | +1.2% | 0.526% | |
| 7/30/2025 | Alexis Investment Partners LLC | 11,600 | $211K | 0.1% | -11.5% | 0.056% | |
| 7/29/2025 | Morgan Dempsey Capital Management LLC | 6,888 | $125K | 0.1% | +13.9% | 0.033% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 15,170 | $276K | 0.0% | -4.1% | 0.074% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 15,186 | $277K | 0.0% | -7.0% | 0.074% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,489 | $64K | 0.0% | N/A | 0.017% | |
| 7/16/2025 | New Insight Wealth Advisors | 28,934 | $527K | 0.2% | -24.1% | 0.140% | |
| 7/16/2025 | BankPlus Wealth Management LLC | 49,494 | $901K | 0.6% | +27.7% | 0.240% | |
| 5/20/2025 | Focus Partners Wealth | 45,640 | $816K | 0.0% | -10.5% | 0.231% | |
| 5/19/2025 | Jane Street Group LLC | 133,697 | $2.39M | 0.0% | +224.8% | 0.675% | |
| 5/16/2025 | Alexis Investment Partners LLC | 13,100 | $234K | 0.1% | N/A | 0.068% | |
| 5/15/2025 | Royal Bank of Canada | 172,073 | $3.08M | 0.0% | +1.8% | 0.889% | |
| 5/15/2025 | OLD Mission Capital LLC | 14,385 | $257K | 0.0% | N/A | 0.074% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,945,896 | $106.31M | 0.0% | -12.9% | 30.728% | |
| 5/12/2025 | SouthState Corp | 6,493 | $116K | 0.0% | N/A | 0.034% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 45,828 | $819K | 0.4% | -6.2% | 0.237% | |
| 5/8/2025 | First Foundation Advisors | 41,639 | $745K | 0.0% | -6.8% | 0.215% | |
| 5/7/2025 | LPL Financial LLC | 1,057,223 | $18.90M | 0.0% | +15.7% | 5.464% | |
| 5/6/2025 | Cetera Investment Advisers | 81,902 | $1.46M | 0.0% | +14.2% | 0.423% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 58,387 | $1.04M | 0.4% | -11.6% | 0.302% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 107,132 | $1.92M | 0.1% | +5.9% | 0.554% | |
| 4/30/2025 | New Insight Wealth Advisors | 38,137 | $682K | 0.3% | -27.7% | 0.197% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 109,336 | $1.96M | 0.0% | +1.5% | 0.565% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 40,178 | $718K | 0.0% | -12.3% | 0.208% | |
Trump’s secret China deal (Ad) Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors?
Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all. Watch the full documentary and see which assets are positioned to benefit |
| 4/25/2025 | Westside Investment Management Inc. | 4,000 | $72K | 0.0% | N/A | 0.021% | |
| 4/25/2025 | BankPlus Wealth Management LLC | 38,769 | $693K | 0.5% | +31.9% | 0.200% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 35,958 | $643K | 0.0% | -28.0% | 0.175% | |
| 4/22/2025 | 5T Wealth LLC | 10,586 | $189K | 0.1% | N/A | 0.052% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 22,626 | $405K | 0.0% | +4.6% | 0.110% | |
| 4/17/2025 | Prentice Wealth Management LLC | 19,695 | $352K | 0.1% | -96.4% | 0.096% | |
| 4/14/2025 | Millington Financial Advisors LLC | 61,400 | $1.08M | 0.7% | +3.4% | 0.300% | |
| 2/17/2025 | NorthRock Partners LLC | 15,400 | $270K | 0.0% | N/A | 0.067% | |
| 2/17/2025 | Focus Partners Wealth | 50,976 | $894K | 0.0% | +75.4% | 0.223% | |
| 2/17/2025 | Cetera Investment Advisers | 71,739 | $1.26M | 0.0% | -1.6% | 0.313% | |
