COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 93 filers reported holding COLUMBIA ETF TR I in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,599 | -72.5% | 14,351 | -71.2% | 0.01% | -73.7% |
| Q2 2023 | $878,492 | -25.8% | 49,886 | -24.7% | 0.02% | -17.4% |
| Q1 2023 | $1,184,477 | -58.3% | 66,283 | -59.7% | 0.02% | -71.6% |
| Q4 2022 | $2,843,617 | +306.8% | 164,466 | +293.5% | 0.08% | +268.2% |
| Q3 2022 | $699,000 | -32.7% | 41,791 | -28.9% | 0.02% | -24.1% |
| Q2 2022 | $1,038,000 | -9.7% | 58,790 | -0.4% | 0.03% | -9.4% |
| Q1 2022 | $1,150,000 | – | 59,026 | – | 0.03% | – |
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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% |