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% | – |
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% |