COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 35 filers reported holding COLUMBIA ETF TR I in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $516,000 | +3.4% | 23,352 | +0.7% | 0.14% | -8.1% |
| Q3 2020 | $499,000 | +20.0% | 23,180 | +17.6% | 0.15% | +9.6% |
| Q2 2020 | $416,000 | +14.6% | 19,706 | +7.9% | 0.14% | -1.5% |
| Q1 2020 | $363,000 | +5.8% | 18,271 | +10.7% | 0.14% | +14.2% |
| Q4 2019 | $343,000 | +54.5% | 16,498 | +54.4% | 0.12% | +69.0% |
| Q3 2019 | $222,000 | – | 10,687 | – | 0.07% | – |
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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% |