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 | $2,264,275 | +6.7% | 134,498 | +11.6% | 0.01% | -6.7% |
| Q2 2023 | $2,122,139 | +11.1% | 120,508 | +12.7% | 0.02% | +7.1% |
| Q1 2023 | $1,910,013 | -4.9% | 106,884 | -8.0% | 0.01% | -12.5% |
| Q4 2022 | $2,007,819 | -24.8% | 116,126 | -27.2% | 0.02% | -51.5% |
| Q3 2022 | $2,670,000 | -14.0% | 159,618 | -9.2% | 0.03% | -17.5% |
| Q2 2022 | $3,104,000 | +2.1% | 175,780 | +12.7% | 0.04% | +8.1% |
| Q1 2022 | $3,041,000 | -1.8% | 156,034 | +7.4% | 0.04% | -2.6% |
| Q4 2021 | $3,096,000 | +76.5% | 145,271 | +76.9% | 0.04% | +58.3% |
| Q3 2021 | $1,754,000 | +3.6% | 82,115 | +4.5% | 0.02% | 0.0% |
| Q2 2021 | $1,693,000 | +160.9% | 78,580 | +155.7% | 0.02% | +71.4% |
| Q1 2021 | $649,000 | +14.3% | 30,733 | +19.6% | 0.01% | +7.7% |
| Q4 2020 | $568,000 | +33.3% | 25,703 | +29.9% | 0.01% | +18.2% |
| Q3 2020 | $426,000 | +12.4% | 19,790 | +10.3% | 0.01% | +10.0% |
| Q2 2020 | $379,000 | +5.0% | 17,940 | -1.3% | 0.01% | -16.7% |
| Q1 2020 | $361,000 | +11.4% | 18,185 | +16.7% | 0.01% | +33.3% |
| Q4 2019 | $324,000 | – | 15,585 | – | 0.01% | – |
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% |