COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 80 filers reported holding COLUMBIA ETF TR I in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 6,446,223 | $125,637,000 | 4.74% |
| Sweet Financial Partners, LLC | 844,906 | $16,467,000 | 4.41% |
| Naviter Wealth, LLC | 593,850 | $11,574,000 | 3.86% |
| Syverson Strege & Co | 165,663 | $3,229,000 | 3.51% |
| Signature Wealth Management Partners, LLC | 118,379 | $2,307,000 | 1.97% |
| Stegent Equity Advisors, Inc. | 76,047 | $1,482,000 | 1.25% |
| Financial Insights, Inc. | 69,689 | $1,358,000 | 1.25% |
| Ameritas Advisory Services, LLC | 1,476,840 | $28,784,000 | 1.05% |
| Prentice Wealth Management LLC | 112,755 | $2,193,000 | 1.05% |
| BIVIN & ASSOCIATES, INC. | 56,633 | $1,104,000 | 1.01% |