COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 76 filers reported holding COLUMBIA ETF TR I in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277 | -17.1% | 16,440 | -13.4% | 0.00% | 0.0% |
| Q2 2023 | $334 | -22.5% | 18,994 | -21.3% | 0.00% | -50.0% |
| Q1 2023 | $431 | -31.0% | 24,144 | -33.2% | 0.00% | 0.0% |
| Q4 2022 | $625 | -99.9% | 36,164 | -2.1% | 0.00% | -33.3% |
| Q3 2022 | $618,000 | -22.6% | 36,930 | -18.7% | 0.00% | -25.0% |
| Q2 2022 | $798,000 | -16.7% | 45,405 | -7.6% | 0.00% | 0.0% |
| Q1 2022 | $958,000 | +12.2% | 49,153 | +22.7% | 0.00% | +33.3% |
| Q4 2021 | $854,000 | +35.8% | 40,060 | +35.9% | 0.00% | 0.0% |
| Q3 2021 | $629,000 | +21.7% | 29,468 | +22.9% | 0.00% | +50.0% |
| Q2 2021 | $517,000 | +74.7% | 23,982 | +70.9% | 0.00% | +100.0% |
| Q1 2021 | $296,000 | – | 14,032 | – | 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% |