COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 69 filers reported holding COLUMBIA ETF TR I in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,837,000 | +2.1% | 93,856 | +10.8% | 0.00% | 0.0% |
| Q4 2021 | $1,800,000 | +7.6% | 84,702 | +7.9% | 0.00% | 0.0% |
| Q3 2021 | $1,673,000 | -20.4% | 78,514 | -19.5% | 0.00% | -33.3% |
| Q2 2021 | $2,103,000 | +3.3% | 97,491 | +1.1% | 0.01% | 0.0% |
| Q1 2021 | $2,036,000 | -21.8% | 96,472 | -18.2% | 0.01% | -45.5% |
| Q4 2020 | $2,605,000 | +8.6% | 117,912 | +5.8% | 0.01% | -8.3% |
| Q3 2020 | $2,399,000 | +3.7% | 111,500 | +1.7% | 0.01% | -7.7% |
| Q2 2020 | $2,314,000 | +85.0% | 109,631 | +74.5% | 0.01% | +62.5% |
| Q1 2020 | $1,251,000 | -46.6% | 62,838 | -44.1% | 0.01% | -42.9% |
| Q4 2019 | $2,342,000 | -0.9% | 112,445 | -0.9% | 0.01% | +7.7% |
| Q3 2019 | $2,364,000 | -14.4% | 113,466 | -16.2% | 0.01% | -18.8% |
| Q2 2019 | $2,761,000 | +64.9% | 135,391 | +61.1% | 0.02% | +45.5% |
| Q1 2019 | $1,674,000 | – | 84,041 | – | 0.01% | – |
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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% |