COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 37 filers reported holding COLUMBIA ETF TR I in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336 | -2.3% | 19,941 | +2.1% | 0.00% | 0.0% |
| Q2 2023 | $344 | +41.6% | 19,534 | +43.5% | 0.00% | +100.0% |
| Q1 2023 | $243 | -9.7% | 13,614 | -12.4% | 0.00% | 0.0% |
| Q4 2022 | $269 | -99.9% | 15,544 | -8.6% | 0.00% | -50.0% |
| Q3 2022 | $285,000 | -71.3% | 17,009 | -69.8% | 0.00% | -60.0% |
| Q2 2022 | $993,000 | -10.1% | 56,240 | -0.8% | 0.01% | 0.0% |
| Q1 2022 | $1,105,000 | -19.7% | 56,714 | -12.2% | 0.01% | -16.7% |
| Q4 2021 | $1,376,000 | +5.4% | 64,574 | +5.6% | 0.01% | 0.0% |
| Q3 2021 | $1,306,000 | +0.5% | 61,148 | +1.4% | 0.01% | 0.0% |
| Q2 2021 | $1,300,000 | -0.5% | 60,309 | -2.5% | 0.01% | -14.3% |
| Q1 2021 | $1,306,000 | -33.2% | 61,845 | -30.2% | 0.01% | -36.4% |
| Q4 2020 | $1,956,000 | -5.0% | 88,569 | -7.5% | 0.01% | -21.4% |
| Q3 2020 | $2,060,000 | +9.3% | 95,759 | +7.3% | 0.01% | 0.0% |
| Q2 2020 | $1,884,000 | +6.6% | 89,225 | +0.3% | 0.01% | -17.6% |
| Q1 2020 | $1,768,000 | -7.3% | 88,957 | -2.9% | 0.02% | +13.3% |
| Q4 2019 | $1,907,000 | +94.8% | 91,629 | +94.8% | 0.02% | +66.7% |
| Q3 2019 | $979,000 | +55.6% | 47,047 | +52.9% | 0.01% | +50.0% |
| Q2 2019 | $629,000 | +60.9% | 30,774 | +56.5% | 0.01% | +50.0% |
| Q1 2019 | $391,000 | – | 19,658 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 3,112,418 | $65,734,000 | 8.92% |
| Prentice Wealth Management LLC | 484,541 | $10,234,000 | 5.70% |
| OneDigital Investment Advisors LLC | 4,740,829 | $100,126,000 | 4.68% |
| Legacy Wealth Partners, Inc. | 330,022 | $6,970,000 | 4.08% |
| Signature Wealth Management Partners, LLC | 191,559 | $4,046,000 | 3.88% |
| Sloy Dahl & Holst, LLC | 831,287 | $17,557,000 | 2.51% |
| Advisory Resource Group | 245,422 | $5,183,000 | 2.42% |
| Silicon Hills Wealth Management, LLC | 105,097 | $2,220,000 | 2.01% |
| Schneider Downs Wealth Management Advisors, LP | 156,632 | $3,308,000 | 0.81% |
| Financial Insights, Inc. | 50,827 | $1,073,000 | 0.79% |