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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,066,761 | -71.4% | 63,366 | -70.1% | 0.00% | -71.4% |
| Q2 2023 | $3,734,570 | -3.1% | 212,071 | -1.7% | 0.01% | 0.0% |
| Q1 2023 | $3,855,594 | +36.9% | 215,758 | +32.5% | 0.01% | +16.7% |
| Q4 2022 | $2,815,856 | +73.1% | 162,860 | +67.4% | 0.01% | +50.0% |
| Q3 2022 | $1,627,000 | -53.5% | 97,272 | -50.9% | 0.00% | -50.0% |
| Q2 2022 | $3,500,000 | -16.1% | 198,175 | -7.4% | 0.01% | 0.0% |
| Q1 2022 | $4,173,000 | -48.2% | 214,126 | -43.4% | 0.01% | -46.7% |
| Q4 2021 | $8,063,000 | -70.8% | 378,384 | -70.7% | 0.02% | -73.2% |
| Q3 2021 | $27,592,000 | +6.6% | 1,291,738 | +7.6% | 0.06% | +5.7% |
| Q2 2021 | $25,879,000 | -12.5% | 1,200,872 | -14.3% | 0.05% | -20.9% |
| Q1 2021 | $29,580,000 | +79.9% | 1,400,554 | +88.1% | 0.07% | +63.4% |
| Q4 2020 | $16,445,000 | +47.4% | 744,383 | +43.5% | 0.04% | +28.1% |
| Q3 2020 | $11,160,000 | +73.2% | 518,807 | +70.0% | 0.03% | +60.0% |
| Q2 2020 | $6,445,000 | +126.0% | 305,167 | +112.6% | 0.02% | +66.7% |
| Q1 2020 | $2,852,000 | +21.5% | 143,552 | +27.2% | 0.01% | +50.0% |
| Q4 2019 | $2,348,000 | +9.0% | 112,845 | +9.0% | 0.01% | 0.0% |
| Q3 2019 | $2,154,000 | +296.7% | 103,566 | +289.5% | 0.01% | +300.0% |
| Q2 2019 | $543,000 | – | 26,588 | – | 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% |