COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 45 filers reported holding COLUMBIA ETF TR I in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,975 | +7.2% | 331 | 0.0% | 0.00% | – |
| Q3 2023 | $5,573 | -4.4% | 331 | 0.0% | 0.00% | – |
| Q2 2023 | $5,829 | -1.5% | 331 | 0.0% | 0.00% | – |
| Q1 2023 | $5,915 | -10.2% | 331 | -13.1% | 0.00% | – |
| Q4 2022 | $6,587 | +9.8% | 381 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -40.0% | 381 | -29.7% | 0.00% | – |
| Q2 2022 | $10,000 | -9.1% | 542 | 0.0% | 0.00% | – |
| Q1 2022 | $11,000 | -8.3% | 542 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | 0.0% | 542 | 0.0% | 0.00% | – |
| Q3 2021 | $12,000 | +50.0% | 542 | +42.3% | 0.00% | – |
| Q2 2021 | $8,000 | -55.6% | 381 | -54.9% | 0.00% | – |
| Q1 2021 | $18,000 | -5.3% | 845 | +0.2% | 0.00% | – |
| Q4 2020 | $19,000 | +137.5% | 843 | +121.3% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 381 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | +14.3% | 381 | +15.1% | 0.00% | – |
| Q1 2020 | $7,000 | – | 331 | – | 0.00% | – |
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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% |