COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 49 filers reported holding COLUMBIA ETF TR I in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $894,242 | -6.1% | 53,118 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $952,472 | -1.0% | 54,087 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $962,014 | +8.8% | 53,834 | +5.3% | 0.00% | 0.0% |
| Q4 2022 | $883,882 | +0.9% | 51,121 | -2.3% | 0.00% | 0.0% |
| Q3 2022 | $876,000 | -14.5% | 52,339 | -9.7% | 0.00% | 0.0% |
| Q2 2022 | $1,024,000 | -20.4% | 57,971 | -12.1% | 0.00% | 0.0% |
| Q1 2022 | $1,286,000 | -29.4% | 65,961 | -22.9% | 0.00% | 0.0% |
| Q4 2021 | $1,822,000 | +3.7% | 85,506 | +3.9% | 0.00% | -50.0% |
| Q3 2021 | $1,757,000 | +17.0% | 82,270 | +18.0% | 0.00% | +100.0% |
| Q2 2021 | $1,502,000 | +46.0% | 69,718 | +43.2% | 0.00% | 0.0% |
| Q1 2021 | $1,029,000 | +25.0% | 48,701 | +30.7% | 0.00% | 0.0% |
| Q4 2020 | $823,000 | +15.9% | 37,263 | +12.8% | 0.00% | 0.0% |
| Q3 2020 | $710,000 | +79.3% | 33,022 | +76.2% | 0.00% | 0.0% |
| Q2 2020 | $396,000 | +2.3% | 18,744 | -3.8% | 0.00% | 0.0% |
| Q1 2020 | $387,000 | +8.7% | 19,488 | +13.8% | 0.00% | – |
| Q4 2019 | $356,000 | +26.2% | 17,126 | +26.2% | 0.00% | – |
| Q3 2019 | $282,000 | +3.7% | 13,569 | +1.8% | 0.00% | – |
| Q2 2019 | $272,000 | +2.6% | 13,331 | 0.0% | 0.00% | – |
| Q1 2019 | $265,000 | – | 13,331 | – | 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% |