COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 59 filers reported holding COLUMBIA ETF TR I in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,236,463 | +67.4% | 73,233 | +74.6% | 0.12% | +74.2% |
| Q2 2023 | $738,827 | +0.4% | 41,952 | +2.3% | 0.07% | -4.3% |
| Q1 2023 | $735,726 | +2.7% | 41,010 | -1.0% | 0.07% | -5.5% |
| Q4 2022 | $716,472 | -100.0% | 41,438 | -65.5% | 0.07% | -67.3% |
| Q3 2022 | $2,008,143,000 | +99.1% | 120,032 | +110.1% | 0.22% | +100.9% |
| Q2 2022 | $1,008,805,000 | +11.1% | 57,123 | +21.6% | 0.11% | +29.1% |
| Q1 2022 | $908,085,000 | -6.1% | 46,976 | +2.5% | 0.09% | -4.4% |
| Q4 2021 | $967,485,000 | -28.7% | 45,833 | -28.2% | 0.09% | -30.2% |
| Q3 2021 | $1,357,767,000 | -23.5% | 63,862 | -21.8% | 0.13% | -25.0% |
| Q2 2021 | $1,775,301,000 | +6.7% | 81,701 | +4.3% | 0.17% | +1.2% |
| Q1 2021 | $1,663,870,000 | +46.6% | 78,307 | +52.4% | 0.17% | +32.8% |
| Q4 2020 | $1,134,677,000 | +1.9% | 51,366 | -0.7% | 0.13% | -9.2% |
| Q3 2020 | $1,113,094,000 | +13.0% | 51,747 | +11.0% | 0.14% | +5.2% |
| Q2 2020 | $984,977,000 | – | 46,637 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 3,112,418 | $65,734,000 | 8.92% |
| Prentice Wealth Management LLC | 484,541 | $10,234,000 | 5.70% |
| OneDigital Investment Advisors LLC | 4,740,829 | $100,126,000 | 4.68% |
| Legacy Wealth Partners, Inc. | 330,022 | $6,970,000 | 4.08% |
| Signature Wealth Management Partners, LLC | 191,559 | $4,046,000 | 3.88% |
| Sloy Dahl & Holst, LLC | 831,287 | $17,557,000 | 2.51% |
| Advisory Resource Group | 245,422 | $5,183,000 | 2.42% |
| Silicon Hills Wealth Management, LLC | 105,097 | $2,220,000 | 2.01% |
| Schneider Downs Wealth Management Advisors, LP | 156,632 | $3,308,000 | 0.81% |
| Financial Insights, Inc. | 50,827 | $1,073,000 | 0.79% |