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

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

Historical chart of Western 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 Western 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $16k 906 18.08
2022-09-30 $278k 17k 16.76
2022-06-30 $293k 17k 17.69
2022-03-31 $332k 17k 19.53
2021-06-30 $203k 9.4k 21.52

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Columbia Etf Tr I diversifid fxd

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

View all funds holding Columbia Etf Tr I diversifid fxd