COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 35 filers reported holding COLUMBIA ETF TR I in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $245 | -99.9% | 12,526 | -49.6% | 0.01% | -41.7% |
Q3 2022 | $477,000 | -0.2% | 24,873 | -0.2% | 0.01% | -20.0% |
Q2 2022 | $478,000 | -48.2% | 24,926 | -48.3% | 0.02% | +25.0% |
Q1 2022 | $923,000 | +92.3% | 48,195 | +113.9% | 0.01% | +33.3% |
Q4 2021 | $480,000 | +36.4% | 22,530 | +37.2% | 0.01% | +28.6% |
Q3 2021 | $352,000 | +262.9% | 16,420 | +263.8% | 0.01% | +250.0% |
Q2 2021 | $97,000 | +15.5% | 4,514 | +13.1% | 0.00% | 0.0% |
Q1 2021 | $84,000 | +320.0% | 3,992 | +341.1% | 0.00% | +100.0% |
Q4 2020 | $20,000 | 0.0% | 905 | -2.6% | 0.00% | 0.0% |
Q3 2020 | $20,000 | -66.1% | 929 | -66.6% | 0.00% | -80.0% |
Q2 2020 | $59,000 | -40.4% | 2,784 | -45.9% | 0.01% | -50.0% |
Q1 2020 | $99,000 | +41.4% | 5,143 | +53.0% | 0.01% | +100.0% |
Q4 2019 | $70,000 | -40.2% | 3,361 | -40.6% | 0.01% | -37.5% |
Q3 2019 | $117,000 | – | 5,659 | – | 0.01% | – |
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% |