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Columbia Etf Tr I diversifid fxd shares owned by BankPlus Wealth Management

Quarter-by-quarter ownership of Columbia Etf Tr I diversifid fxd (DIAL) shares owned by BankPlus Wealth Management from 13F filings

Historical chart of BankPlus Wealth Management investment in Columbia Etf Tr I diversifid fxd

Tip: Access up to 7 years of quarterly data

All positions including Columbia Etf Tr I diversifid fxd held by BankPlus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Etf Tr I diversifid fxd by BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $945k 51k 18.45
2025-06-30 $901k 50k 18.21
2025-03-31 $693k 39k 17.88

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
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J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for BankPlus Wealth Management

Top funds holding Columbia Etf Tr I diversifid fxd

Ameriprise Financial
Wells Fargo & Company
LPL Financial
Morgan Stanley
UBS Group
Convergence Financial
Hobart Private Capital
Royal Bank of Canada
Millington Financial Advisors
First Foundation Advisors
Cetera Investment Advisers
Advisor Group Holdings
Acorn Wealth Advisors
BankPlus Wealth Management
Raymond James Financial

View all funds holding Columbia Etf Tr I diversifid fxd