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 | $5,246,746 | +3.2% | 311,657 | +8.0% | 0.00% | 0.0% |
| Q2 2023 | $5,081,704 | -4.5% | 288,569 | -3.1% | 0.00% | 0.0% |
| Q1 2023 | $5,323,358 | -13.7% | 297,894 | -16.5% | 0.00% | -20.0% |
| Q4 2022 | $6,166,346 | -6.0% | 356,642 | -9.0% | 0.01% | -16.7% |
| Q3 2022 | $6,560,000 | -17.4% | 392,102 | -12.8% | 0.01% | -25.0% |
| Q2 2022 | $7,945,000 | -21.8% | 449,863 | -13.6% | 0.01% | -11.1% |
| Q1 2022 | $10,154,000 | -27.3% | 520,964 | -20.5% | 0.01% | -25.0% |
| Q4 2021 | $13,961,000 | -18.2% | 655,127 | -18.0% | 0.01% | -25.0% |
| Q3 2021 | $17,071,000 | +13.5% | 799,220 | +14.5% | 0.02% | +6.7% |
| Q2 2021 | $15,046,000 | +1.7% | 698,208 | -0.3% | 0.02% | -11.8% |
| Q1 2021 | $14,795,000 | -2.6% | 700,521 | +1.9% | 0.02% | -15.0% |
| Q4 2020 | $15,193,000 | +85.7% | 687,758 | +80.9% | 0.02% | +53.8% |
| Q3 2020 | $8,180,000 | +122.0% | 380,271 | +118.0% | 0.01% | +116.7% |
| Q2 2020 | $3,684,000 | +6.6% | 174,447 | +0.3% | 0.01% | -14.3% |
| Q1 2020 | $3,455,000 | -19.4% | 173,897 | -15.6% | 0.01% | -12.5% |
| Q4 2019 | $4,288,000 | +131.8% | 206,056 | +131.7% | 0.01% | +100.0% |
| Q3 2019 | $1,850,000 | +68.3% | 88,938 | +65.3% | 0.00% | +100.0% |
| Q2 2019 | $1,099,000 | +24.3% | 53,796 | +21.1% | 0.00% | 0.0% |
| Q1 2019 | $884,000 | +34.8% | 44,440 | +27.8% | 0.00% | 0.0% |
| Q4 2018 | $656,000 | -14.2% | 34,782 | -13.1% | 0.00% | 0.0% |
| Q3 2018 | $765,000 | -7.6% | 40,038 | -7.8% | 0.00% | 0.0% |
| Q2 2018 | $828,000 | -1.2% | 43,444 | +1.4% | 0.00% | 0.0% |
| Q1 2018 | $838,000 | +119.4% | 42,852 | +123.6% | 0.00% | +100.0% |
| Q4 2017 | $382,000 | – | 19,162 | – | 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% |