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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $138,635 | -49.2% | 7,758 | -50.8% | 0.00% | -50.0% |
| Q4 2022 | $272,905 | +25.2% | 15,784 | +20.9% | 0.01% | 0.0% |
| Q3 2022 | $218,000 | -8.8% | 13,053 | -3.6% | 0.01% | 0.0% |
| Q2 2022 | $239,000 | +1493.3% | 13,547 | +1898.1% | 0.01% | +700.0% |
| Q4 2020 | $15,000 | +50.0% | 678 | +47.7% | 0.00% | – |
| Q3 2020 | $10,000 | – | 459 | – | 0.00% | – |
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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% |