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 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $206,817 | +8.0% | 11,458 | +0.7% | 0.02% | -4.5% |
| Q3 2023 | $191,582 | -2.5% | 11,380 | +2.0% | 0.02% | -21.4% |
| Q2 2023 | $196,440 | +3.4% | 11,155 | +4.9% | 0.03% | +27.3% |
| Q1 2023 | $189,976 | -15.1% | 10,631 | -16.2% | 0.02% | +37.5% |
| Q4 2022 | $223,633 | -26.2% | 12,692 | -23.3% | 0.02% | -23.8% |
| Q1 2022 | $303,000 | -71.4% | 16,557 | -67.7% | 0.02% | -70.0% |
| Q4 2021 | $1,059,000 | -4.9% | 51,196 | -2.2% | 0.07% | -5.4% |
| Q3 2021 | $1,113,000 | -69.6% | 52,345 | -69.3% | 0.07% | -71.3% |
| Q2 2021 | $3,665,000 | +2.7% | 170,428 | +2.1% | 0.26% | -6.9% |
| Q1 2021 | $3,570,000 | +7.9% | 166,925 | +10.2% | 0.28% | -1.4% |
| Q4 2020 | $3,309,000 | -10.0% | 151,438 | -10.5% | 0.28% | -21.5% |
| Q3 2020 | $3,676,000 | +10.7% | 169,190 | +10.4% | 0.36% | +4.1% |
| Q2 2020 | $3,322,000 | – | 153,229 | – | 0.34% | – |
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% |