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 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $668,000 | -6.0% | 39,947 | -0.8% | 0.17% | -3.9% |
| Q2 2022 | $711,000 | -6.8% | 40,285 | +1.4% | 0.18% | +5.3% |
| Q1 2022 | $763,000 | +1.5% | 39,726 | +12.6% | 0.17% | -1.2% |
| Q4 2021 | $752,000 | +3.7% | 35,294 | +4.1% | 0.17% | +0.6% |
| Q3 2021 | $725,000 | +5.7% | 33,920 | +6.6% | 0.17% | -0.6% |
| Q2 2021 | $686,000 | +12.5% | 31,819 | +11.2% | 0.17% | +6.2% |
| Q1 2021 | $610,000 | – | 28,615 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 5,255,034 | $92,804,000 | 3.98% |
| Syverson Strege & Co | 324,906 | $5,738,000 | 2.11% |
| Signature Wealth Management Partners, LLC | 109,086 | $1,927,000 | 1.97% |
| Ameritas Advisory Services, LLC | 1,546,283 | $27,307,000 | 1.58% |
| Stegent Equity Advisors, Inc. | 65,410 | $1,156,000 | 1.50% |
| Prentice Wealth Management LLC | 52,964 | $935,000 | 0.95% |
| Financial Insights, Inc. | 46,311 | $818,000 | 0.83% |
| Schneider Downs Wealth Management Advisors, LP | 168,128 | $2,969,000 | 0.83% |
| Sloy Dahl & Holst, LLC | 179,876 | $3,177,000 | 0.76% |
| Collaborative Wealth Managment Inc. | 62,162 | $1,098,000 | 0.72% |