COLUMBIA ETF TR I's ticker is RECS and the CUSIP is 19761L706. A total of 3 filers reported holding COLUMBIA ETF TR I in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $534,908 | -85.2% | 16,576 | -85.8% | 0.00% | -100.0% |
| Q1 2024 | $3,626,054 | +182.7% | 117,045 | +152.9% | 0.00% | – |
| Q4 2023 | $1,282,668 | +204.4% | 46,289 | +176.1% | 0.00% | – |
| Q3 2023 | $421,380 | -94.3% | 16,768 | -94.1% | 0.00% | -100.0% |
| Q2 2023 | $7,343,135 | +464.7% | 284,088 | +424.7% | 0.00% | +100.0% |
| Q1 2023 | $1,300,275 | -77.0% | 54,147 | -78.3% | 0.00% | -66.7% |
| Q4 2022 | $5,663,320 | +142.9% | 249,245 | +125.5% | 0.00% | +200.0% |
| Q3 2022 | $2,332,000 | +20.6% | 110,545 | +27.3% | 0.00% | 0.0% |
| Q2 2022 | $1,934,000 | +91.7% | 86,811 | +123.2% | 0.00% | – |
| Q1 2022 | $1,009,000 | +215.3% | 38,897 | +227.5% | 0.00% | – |
| Q4 2021 | $320,000 | -66.9% | 11,876 | -63.9% | 0.00% | – |
| Q3 2021 | $967,000 | +44.1% | 32,924 | +42.8% | 0.00% | – |
| Q2 2021 | $671,000 | -40.4% | 23,048 | -45.3% | 0.00% | -100.0% |
| Q1 2021 | $1,126,000 | +264.4% | 42,169 | +235.8% | 0.00% | – |
| Q4 2020 | $309,000 | -76.6% | 12,559 | -78.6% | 0.00% | -100.0% |
| Q3 2020 | $1,320,000 | +436.6% | 58,766 | +308.3% | 0.00% | – |
| Q1 2020 | $246,000 | – | 14,394 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 1,021,012 | $32,945,901 | 3.67% |
| Fermata Advisors, LLC | 174,516 | $5,631,642 | 1.29% |
| Bensler, LLC | 199,870 | $6,449,791 | 0.87% |
| Paragon Private Wealth Management, LLC | 37,513 | $1,210,543 | 0.68% |
| Gladstone Institutional Advisory LLC | 373,349 | $12,047,965 | 0.63% |
| Householder Group Estate & Retirement Specialist, LLC | 40,947 | $1,321 | 0.37% |
| Aspire Wealth Management Corp | 17,002 | $548,655 | 0.31% |
| Empirical Asset Management, LLC | 25,366 | $818,553 | 0.31% |
| Stratos Wealth Partners, LTD. | 593,198 | $19,142,516 | 0.31% |
| ARQ WEALTH ADVISORS, LLC | 19,255 | $621,359 | 0.27% |