COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 2 filers reported holding COLUMBIA ETF TR I in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,038,224 | -9.0% | 61,670 | -4.8% | 0.01% | -10.0% |
| Q2 2023 | $1,140,294 | +46.7% | 64,753 | +48.9% | 0.01% | +42.9% |
| Q1 2023 | $777,262 | +253.6% | 43,495 | -64.8% | 0.01% | -36.4% |
| Q4 2022 | $219,828 | -88.9% | 123,405 | +3.9% | 0.01% | -52.2% |
| Q3 2022 | $1,986,000 | -6.4% | 118,719 | -1.2% | 0.02% | +21.1% |
| Q2 2022 | $2,122,000 | -12.7% | 120,163 | -3.7% | 0.02% | 0.0% |
| Q1 2022 | $2,432,000 | -15.6% | 124,793 | -7.7% | 0.02% | -13.6% |
| Q4 2021 | $2,883,000 | -18.0% | 135,255 | -17.8% | 0.02% | 0.0% |
| Q3 2021 | $3,515,000 | +13.6% | 164,595 | +14.6% | 0.02% | -18.5% |
| Q2 2021 | $3,095,000 | +3.1% | 143,621 | +1.0% | 0.03% | -6.9% |
| Q1 2021 | $3,003,000 | -2.3% | 142,188 | +2.2% | 0.03% | -9.4% |
| Q4 2020 | $3,073,000 | +16.0% | 139,126 | +12.7% | 0.03% | -5.9% |
| Q3 2020 | $2,648,000 | +13.9% | 123,472 | +12.2% | 0.03% | +6.2% |
| Q2 2020 | $2,324,000 | +6.8% | 110,041 | +0.4% | 0.03% | -20.0% |
| Q1 2020 | $2,177,000 | +17.3% | 109,587 | +22.9% | 0.04% | +37.9% |
| Q4 2019 | $1,856,000 | +160.7% | 89,157 | +160.4% | 0.03% | +163.6% |
| Q3 2019 | $712,000 | +27.6% | 34,242 | +25.4% | 0.01% | +10.0% |
| Q2 2019 | $558,000 | +70.1% | 27,297 | +65.7% | 0.01% | +66.7% |
| Q1 2019 | $328,000 | – | 16,471 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Oak Investment Partners | 362,757 | $6,271,852 | 5.76% |
| ENZI WEALTH | 544,563 | $9,802,134 | 4.68% |
| Prentice Wealth Management LLC | 352,941 | $6,102,350 | 3.08% |
| GYL FINANCIAL SYNERGIES, LLC | 464,574 | $8,032,489 | 1.74% |
| Signature Wealth Management Partners, LLC | 56,573 | $978,149 | 0.96% |
| Sloy Dahl & Holst, LLC | 158,351 | $2,737,889 | 0.96% |
| Ameritas Advisory Services, LLC | 1,147,403 | $19,838,595 | 0.92% |
| Millington Financial Advisors, LLC | 53,146 | $918,890 | 0.90% |
| Wayfinding Financial, LLC | 53,928 | $1,112 | 0.89% |
| Collaborative Wealth Managment Inc. | 56,598 | $978,575 | 0.64% |