COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 8 filers reported holding COLUMBIA ETF TR I in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,255,000 | -3.4% | 133,955 | +1.1% | 0.00% | 0.0% |
| Q2 2023 | $2,334,000 | -3.4% | 132,527 | -1.9% | 0.00% | 0.0% |
| Q1 2023 | $2,415,000 | -10.3% | 135,126 | -13.2% | 0.00% | 0.0% |
| Q4 2022 | $2,693,000 | -0.7% | 155,741 | -3.9% | 0.00% | 0.0% |
| Q3 2022 | $2,712,000 | +108.8% | 162,115 | +120.4% | 0.00% | – |
| Q2 2022 | $1,299,000 | -20.6% | 73,542 | -12.3% | 0.00% | – |
| Q1 2022 | $1,635,000 | -14.5% | 83,857 | -6.6% | 0.00% | – |
| Q4 2021 | $1,912,000 | +12.0% | 89,762 | +12.3% | 0.00% | – |
| Q3 2021 | $1,707,000 | +13.7% | 79,898 | +14.7% | 0.00% | – |
| Q2 2021 | $1,501,000 | +6.4% | 69,649 | +4.3% | 0.00% | – |
| Q1 2021 | $1,411,000 | +3.8% | 66,797 | +8.5% | 0.00% | – |
| Q4 2020 | $1,360,000 | +10.2% | 61,544 | +7.3% | 0.00% | – |
| Q3 2020 | $1,234,000 | +299.4% | 57,367 | +292.5% | 0.00% | – |
| Q2 2020 | $309,000 | -39.2% | 14,615 | -42.9% | 0.00% | – |
| Q1 2020 | $508,000 | -44.8% | 25,586 | -42.2% | 0.00% | – |
| Q4 2019 | $921,000 | +43.7% | 44,261 | +43.6% | 0.00% | – |
| Q3 2019 | $641,000 | +135.7% | 30,832 | +131.7% | 0.00% | – |
| Q2 2019 | $272,000 | +2.6% | 13,308 | 0.0% | 0.00% | – |
| Q1 2019 | $265,000 | -93.2% | 13,308 | -93.5% | 0.00% | -100.0% |
| Q4 2018 | $3,875,000 | +250.7% | 205,329 | +255.1% | 0.00% | – |
| Q3 2018 | $1,105,000 | – | 57,815 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Oak Investment Partners | 362,757 | $6,271,852 | 5.76% |
| ENZI WEALTH | 544,563 | $9,802,134 | 4.68% |
| Prentice Wealth Management LLC | 352,941 | $6,102,350 | 3.08% |
| GYL FINANCIAL SYNERGIES, LLC | 464,574 | $8,032,489 | 1.74% |
| Signature Wealth Management Partners, LLC | 56,573 | $978,149 | 0.96% |
| Sloy Dahl & Holst, LLC | 158,351 | $2,737,889 | 0.96% |
| Ameritas Advisory Services, LLC | 1,147,403 | $19,838,595 | 0.92% |
| Millington Financial Advisors, LLC | 53,146 | $918,890 | 0.90% |
| Wayfinding Financial, LLC | 53,928 | $1,112 | 0.89% |
| Collaborative Wealth Managment Inc. | 56,598 | $978,575 | 0.64% |