COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 75 filers reported holding COLUMBIA ETF TR I in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,591,694 | -15.4% | 94,547 | -11.5% | 0.00% | 0.0% |
| Q2 2023 | $1,882,078 | +36.4% | 106,876 | +38.4% | 0.00% | 0.0% |
| Q1 2023 | $1,379,920 | -2.0% | 77,220 | -5.2% | 0.00% | 0.0% |
| Q4 2022 | $1,408,788 | -51.8% | 81,480 | -53.4% | 0.00% | -50.0% |
| Q3 2022 | $2,923,000 | +36.3% | 174,711 | +43.8% | 0.00% | +100.0% |
| Q2 2022 | $2,145,000 | -91.6% | 121,479 | -90.7% | 0.00% | -92.3% |
| Q1 2022 | $25,544,000 | -5.0% | 1,310,623 | +3.9% | 0.01% | 0.0% |
| Q4 2021 | $26,887,000 | -6.0% | 1,261,730 | -5.8% | 0.01% | -18.8% |
| Q3 2021 | $28,600,000 | -53.7% | 1,338,937 | -53.3% | 0.02% | -54.3% |
| Q2 2021 | $61,786,000 | +139.9% | 2,867,118 | +135.1% | 0.04% | +105.9% |
| Q1 2021 | $25,755,000 | +135.7% | 1,219,473 | +146.5% | 0.02% | +112.5% |
| Q4 2020 | $10,926,000 | +14.2% | 494,623 | +11.2% | 0.01% | 0.0% |
| Q3 2020 | $9,570,000 | +309.9% | 444,905 | +302.4% | 0.01% | +300.0% |
| Q2 2020 | $2,335,000 | – | 110,573 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 3,175,756 | $67,834,000 | 7.57% |
| Prentice Wealth Management LLC | 523,417 | $11,180,000 | 5.41% |
| OneDigital Investment Advisors LLC | 5,849,035 | $124,935,000 | 4.95% |
| Signature Wealth Management Partners, LLC | 173,973 | $3,716,000 | 3.37% |
| Advisory Resource Group | 380,983 | $8,138,000 | 3.00% |
| Syverson Strege & Co | 152,176 | $3,250,000 | 2.59% |
| Bogart Wealth, LLC | 1,124,041 | $24,010,000 | 2.44% |
| Andesa Financial Management Inc. | 128,984 | $2,756,000 | 1.50% |
| Financial Insights, Inc. | 62,476 | $1,334,000 | 1.23% |
| Silicon Hills Wealth Management, LLC | 82,406 | $1,760,000 | 1.21% |