COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 80 filers reported holding COLUMBIA ETF TR I in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $199,949 | -16.4% | 11,877 | -12.5% | 0.00% | – |
| Q2 2023 | $239,109 | -50.3% | 13,578 | -49.5% | 0.00% | – |
| Q1 2023 | $480,846 | +43.5% | 26,908 | +34.5% | 0.00% | – |
| Q3 2022 | $335,000 | -78.1% | 20,003 | -76.9% | 0.00% | – |
| Q2 2022 | $1,530,000 | +60.2% | 86,613 | +76.8% | 0.00% | – |
| Q1 2022 | $955,000 | +19.1% | 48,984 | +30.2% | 0.00% | – |
| Q4 2021 | $802,000 | +17.3% | 37,620 | +17.5% | 0.00% | – |
| Q3 2021 | $684,000 | -52.0% | 32,010 | -51.6% | 0.00% | – |
| Q2 2021 | $1,425,000 | +96.0% | 66,144 | +92.2% | 0.00% | – |
| Q1 2021 | $727,000 | +55.3% | 34,420 | +62.1% | 0.00% | – |
| Q4 2020 | $468,000 | +7.6% | 21,230 | +3.1% | 0.00% | – |
| Q2 2020 | $435,000 | -55.2% | 20,597 | -56.7% | 0.00% | – |
| Q2 2019 | $972,000 | +187.6% | 47,538 | +165.0% | 0.00% | – |
| Q4 2018 | $338,000 | -54.7% | 17,937 | -54.1% | 0.00% | – |
| Q3 2018 | $746,000 | – | 39,046 | – | 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% |