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Columbia Etf Tr I diversifid fxd shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment 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 Synergy Investment 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $46k 2.5k 18.08

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Columbia Etf Tr I diversifid fxd

Ameriprise Financial
LPL Financial
Bank of America Corporation
Morgan Stanley
Pine Valley Investments Ltd Liability
Wells Fargo & Company
Convergence Financial
UBS Group
Citadel Advisors
Hobart Private Capital
Royal Bank of Canada
Susquehanna International
Private Advisor
New Insight Wealth Advisors
BankPlus Wealth Management

View all funds holding Columbia Etf Tr I diversifid fxd