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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 3,112,418 | $65,734,000 | 8.92% |
| Prentice Wealth Management LLC | 484,541 | $10,234,000 | 5.70% |
| OneDigital Investment Advisors LLC | 4,740,829 | $100,126,000 | 4.68% |
| Legacy Wealth Partners, Inc. | 330,022 | $6,970,000 | 4.08% |
| Signature Wealth Management Partners, LLC | 191,559 | $4,046,000 | 3.88% |
| Sloy Dahl & Holst, LLC | 831,287 | $17,557,000 | 2.51% |
| Advisory Resource Group | 245,422 | $5,183,000 | 2.42% |
| Silicon Hills Wealth Management, LLC | 105,097 | $2,220,000 | 2.01% |
| Schneider Downs Wealth Management Advisors, LP | 156,632 | $3,308,000 | 0.81% |
| Financial Insights, Inc. | 50,827 | $1,073,000 | 0.79% |