COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 95 filers reported holding COLUMBIA ETF TR I in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $767 | -9.1% | 45,541 | -4.9% | 0.01% | 0.0% |
| Q2 2023 | $844 | -5.0% | 47,903 | -3.7% | 0.01% | -7.7% |
| Q1 2023 | $888 | -64.3% | 49,719 | -65.4% | 0.01% | -62.9% |
| Q4 2022 | $2,484 | -100.0% | 143,641 | -60.2% | 0.04% | -67.3% |
| Q3 2022 | $6,044,000 | 0.0% | 361,248 | +5.5% | 0.11% | +2.9% |
| Q2 2022 | $6,044,000 | -14.8% | 342,268 | -6.0% | 0.10% | -1.9% |
| Q1 2022 | $7,095,000 | -8.5% | 364,040 | +0.0% | 0.11% | -22.1% |
| Q4 2021 | $7,757,000 | +6.1% | 364,009 | +6.3% | 0.14% | -2.9% |
| Q3 2021 | $7,313,000 | – | 342,373 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 5,255,034 | $92,804,000 | 3.98% |
| Syverson Strege & Co | 324,906 | $5,738,000 | 2.11% |
| Signature Wealth Management Partners, LLC | 109,086 | $1,927,000 | 1.97% |
| Ameritas Advisory Services, LLC | 1,546,283 | $27,307,000 | 1.58% |
| Stegent Equity Advisors, Inc. | 65,410 | $1,156,000 | 1.50% |
| Prentice Wealth Management LLC | 52,964 | $935,000 | 0.95% |
| Financial Insights, Inc. | 46,311 | $818,000 | 0.83% |
| Schneider Downs Wealth Management Advisors, LP | 168,128 | $2,969,000 | 0.83% |
| Sloy Dahl & Holst, LLC | 179,876 | $3,177,000 | 0.76% |
| Collaborative Wealth Managment Inc. | 62,162 | $1,098,000 | 0.72% |