COLUMBIA ETF TR I's ticker is RECS and the CUSIP is 19761L706. A total of 16 filers reported holding COLUMBIA ETF TR I in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,575,991 | +103.1% | 265,757 | +95.0% | 0.06% | +67.6% |
| Q1 2024 | $4,222,494 | +22.5% | 136,297 | +12.2% | 0.04% | +12.1% |
| Q4 2023 | $3,446,090 | +48.9% | 121,477 | +31.9% | 0.03% | +32.0% |
| Q3 2023 | $2,314,624 | +29750.7% | 92,106 | +30602.0% | 0.02% | – |
| Q2 2023 | $7,754 | – | 300 | – | 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% |