UBS Group AG - COLUMBIA ETF TR I ownership

COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 68 filers reported holding COLUMBIA ETF TR I in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UBS Group AG ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
Q3 2023$1,004,006
-0.8%
59,638
+3.7%
0.00%
Q2 2023$1,012,382
-21.0%
57,489
-19.8%
0.00%
Q1 2023$1,281,637
+16.6%
71,720
+12.8%
0.00%
Q4 2022$1,098,883
-42.3%
63,556
-44.2%
0.00%
-100.0%
Q3 2022$1,906,000
-69.2%
113,934
-67.5%
0.00%
-66.7%
Q2 2022$6,192,000
-1.7%
350,635
+8.4%
0.00%
+50.0%
Q1 2022$6,302,000
-4.2%
323,348
+4.7%
0.00%0.0%
Q4 2021$6,579,000
+2.1%
308,709
+2.3%
0.00%0.0%
Q3 2021$6,444,000
+3.0%
301,701
+3.9%
0.00%0.0%
Q2 2021$6,255,000
-5.2%
290,240
-7.1%
0.00%0.0%
Q1 2021$6,596,000
-8.1%
312,331
-3.9%
0.00%0.0%
Q4 2020$7,181,000
+15.8%
325,071
+12.8%
0.00%0.0%
Q3 2020$6,201,000
+4.6%
288,263
+2.7%
0.00%
-33.3%
Q2 2020$5,926,000
+2.2%
280,589
-3.8%
0.00%0.0%
Q1 2020$5,797,000
-9.9%
291,755
-5.7%
0.00%
+50.0%
Q4 2019$6,437,000
+1418.2%
309,306
+1416.4%
0.00%
Q3 2019$424,000
-85.5%
20,397
-85.8%
0.00%
-100.0%
Q2 2019$2,927,000
+7.9%
143,317
+5.2%
0.00%0.0%
Q1 2019$2,712,000
+993.5%
136,251
+948.2%
0.00%
Q2 2018$248,000
-43.4%
12,999
-42.0%
0.00%
Q1 2018$438,000
-97.4%
22,409
-97.4%
0.00%
-100.0%
Q4 2017$17,107,000857,9120.01%
Other shareholders
COLUMBIA ETF TR I shareholders Q3 2022
NameSharesValueWeighting ↓
TruWealth Advisors, LLC 2,541,228$56,136,0008.38%
OneDigital Investment Advisors LLC 3,930,781$86,831,0004.52%
Signature Wealth Management Partners, LLC 170,099$3,757,0003.76%
Legacy Wealth Partners, Inc. 262,588$5,801,0003.65%
Advisory Resource Group 226,234$4,998,0002.48%
Silicon Hills Wealth Management, LLC 50,971$1,126,0001.02%
Schneider Downs Wealth Management Advisors, LP 129,730$2,866,0000.80%
WOODWARD DIVERSIFIED CAPITAL, LLC 46,000$1,016,0000.66%
F3Logic, LLC 206,296$4,546,0000.64%
Financial Insights, Inc. 33,911$749,0000.58%
View complete list of COLUMBIA ETF TR I shareholders