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Columbia Etf Tr I diversifid fxd shares owned by Convergence Financial

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

Historical chart of Convergence Financial 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 315k 18.45

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

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