COLUMBIA ETF TR I's ticker is ESGS and the CUSIP is 19761L300.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,465 | -15.0% | 15,710 | -14.1% | 0.01% | -16.7% |
| Q2 2023 | $692,398 | -40.1% | 18,296 | -40.4% | 0.01% | -45.5% |
| Q1 2023 | $1,156,378 | +101604.3% | 30,722 | +1.0% | 0.01% | – |
| Q4 2022 | $1,137 | -99.9% | 30,407 | -15.3% | 0.00% | -100.0% |
| Q3 2022 | $1,163,000 | +69.5% | 35,901 | +81.0% | 0.01% | +116.7% |
| Q2 2022 | $686,000 | +22.9% | 19,830 | +37.8% | 0.01% | +50.0% |
| Q1 2022 | $558,000 | +1892.9% | 14,388 | +1145.7% | 0.00% | – |
| Q2 2020 | $28,000 | – | 1,155 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prism Advisors, Inc. | 22,578 | $845,729 | 0.30% |
| MONECO Advisors, LLC | 10,812 | $404,997 | 0.11% |
| Wells Financial Advisors INC | 1,321 | $49,482 | 0.04% |
| NewEdge Advisors, LLC | 71,090 | $2,662,900 | 0.03% |
| Archer Investment Corp | 1,620 | $60,682 | 0.02% |
| Carolina Wealth Advisors, LLC | 751 | $28,131 | 0.02% |
| CWM, LLC | 29,514 | $1,106 | 0.01% |
| AMERIPRISE FINANCIAL INC | 450,124 | $16,860,790 | 0.01% |
| Private Advisor Group, LLC | 15,710 | $588,465 | 0.01% |
| TRUIST FINANCIAL CORP | 72,682 | $2,722,533 | 0.01% |