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 | $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% | – |
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% |