COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 68 filers reported holding COLUMBIA ETF TR I in Q1 2023. 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 | 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% |