COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 59 filers reported holding COLUMBIA ETF TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 2,541,228 | $56,136,000 | 8.38% |
| OneDigital Investment Advisors LLC | 3,930,781 | $86,831,000 | 4.52% |
| Signature Wealth Management Partners, LLC | 170,099 | $3,757,000 | 3.76% |
| Legacy Wealth Partners, Inc. | 262,588 | $5,801,000 | 3.65% |
| Advisory Resource Group | 226,234 | $4,998,000 | 2.48% |
| Silicon Hills Wealth Management, LLC | 50,971 | $1,126,000 | 1.02% |
| Schneider Downs Wealth Management Advisors, LP | 129,730 | $2,866,000 | 0.80% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 46,000 | $1,016,000 | 0.66% |
| F3Logic, LLC | 206,296 | $4,546,000 | 0.64% |
| Financial Insights, Inc. | 33,911 | $749,000 | 0.58% |