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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,836 | -14.0% | 8,187 | -10.0% | 0.00% | 0.0% |
| Q2 2023 | $160,194 | -29.6% | 9,097 | -28.6% | 0.00% | -33.3% |
| Q1 2023 | $227,571 | +75.1% | 12,735 | -61.9% | 0.00% | -25.0% |
| Q4 2022 | $129,933 | -77.9% | 33,394 | -5.0% | 0.00% | -60.0% |
| Q3 2022 | $588,000 | -32.5% | 35,166 | -28.7% | 0.01% | -28.6% |
| Q2 2022 | $871,000 | -76.8% | 49,312 | -74.4% | 0.01% | -76.7% |
| Q1 2022 | $3,749,000 | -9.4% | 192,366 | -0.9% | 0.06% | -3.2% |
| Q4 2021 | $4,137,000 | -41.1% | 194,146 | -41.0% | 0.06% | -64.4% |
| Q3 2021 | $7,025,000 | -20.7% | 328,898 | -20.0% | 0.17% | -26.3% |
| Q2 2021 | $8,854,000 | +3.4% | 410,885 | +1.3% | 0.24% | -7.5% |
| Q1 2021 | $8,562,000 | +66.3% | 405,412 | +74.0% | 0.26% | +50.9% |
| Q4 2020 | $5,148,000 | +81.0% | 233,059 | +76.2% | 0.17% | +70.7% |
| Q3 2020 | $2,844,000 | +34.5% | 132,233 | +32.0% | 0.10% | +19.3% |
| Q2 2020 | $2,115,000 | +150.0% | 100,155 | +135.3% | 0.08% | +102.4% |
| Q1 2020 | $846,000 | – | 42,559 | – | 0.04% | – |
Download | ||||||
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% |