COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 75 filers reported holding COLUMBIA ETF TR I in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,150,761 | +8.5% | 64,396 | +5.0% | 0.02% | 0.0% |
| Q4 2022 | $1,060,780 | +3.3% | 61,352 | -0.0% | 0.02% | -4.3% |
| Q3 2022 | $1,027,000 | -1.2% | 61,357 | +4.3% | 0.02% | +4.5% |
| Q2 2022 | $1,039,000 | -79.8% | 58,818 | -77.8% | 0.02% | -75.6% |
| Q1 2022 | $5,156,000 | +25.5% | 264,538 | +37.2% | 0.09% | +23.3% |
| Q4 2021 | $4,108,000 | +32.5% | 192,773 | +32.8% | 0.07% | +30.4% |
| Q3 2021 | $3,101,000 | +1.6% | 145,181 | +2.5% | 0.06% | -5.1% |
| Q2 2021 | $3,053,000 | +5.9% | 141,677 | +3.8% | 0.06% | -7.8% |
| Q1 2021 | $2,883,000 | -27.3% | 136,486 | -24.0% | 0.06% | -33.3% |
| Q4 2020 | $3,968,000 | – | 179,641 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 5,255,034 | $92,804,000 | 3.98% |
| Syverson Strege & Co | 324,906 | $5,738,000 | 2.11% |
| Signature Wealth Management Partners, LLC | 109,086 | $1,927,000 | 1.97% |
| Ameritas Advisory Services, LLC | 1,546,283 | $27,307,000 | 1.58% |
| Stegent Equity Advisors, Inc. | 65,410 | $1,156,000 | 1.50% |
| Prentice Wealth Management LLC | 52,964 | $935,000 | 0.95% |
| Financial Insights, Inc. | 46,311 | $818,000 | 0.83% |
| Schneider Downs Wealth Management Advisors, LP | 168,128 | $2,969,000 | 0.83% |
| Sloy Dahl & Holst, LLC | 179,876 | $3,177,000 | 0.76% |
| Collaborative Wealth Managment Inc. | 62,162 | $1,098,000 | 0.72% |