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Columbia Etf Tr I diversifid fxd shares owned by HBK Sorce Advisory

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

Historical chart of HBK Sorce Advisory 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 HBK Sorce Advisory 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 HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 178k 18.05
2023-09-30 $3.2M 190k 16.84
2023-06-30 $3.9M 223k 17.61
2023-03-31 $4.1M 228k 17.87
2022-06-30 $1.4M 77k 17.66

More positions owned by HBK Sorce Advisory

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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for HBK Sorce Advisory

Top funds holding Columbia Etf Tr I diversifid fxd

Bank of America Corporation
Wells Fargo & Company
Pine Valley Investments Ltd Liability
Jane Street
Prentice Wealth Management
HBK Sorce Advisory
First Foundation Advisors
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Gyl Financial Synergies
Strategic Family Wealth Counselors
H D Vest Advisory Services
Commonwealth Equity Services
Private Advisor

View all funds holding Columbia Etf Tr I diversifid fxd