COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 75 filers reported holding COLUMBIA ETF TR I in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,723 | -43.8% | 18,325 | -39.2% | 0.11% | -50.7% |
| Q1 2023 | $538,888 | -15.2% | 30,156 | -18.0% | 0.22% | -27.2% |
| Q4 2022 | $635,667 | -15.9% | 36,765 | -18.6% | 0.30% | -40.9% |
| Q3 2022 | $756,000 | -7.6% | 45,191 | -2.4% | 0.51% | -38.7% |
| Q2 2022 | $818,000 | -39.8% | 46,311 | -33.5% | 0.83% | -33.5% |
| Q1 2022 | $1,358,000 | -7.0% | 69,689 | +1.7% | 1.25% | -1.0% |
| Q4 2021 | $1,460,000 | +9.4% | 68,534 | +9.7% | 1.26% | +2.7% |
| Q3 2021 | $1,334,000 | -89.2% | 62,476 | +8.9% | 1.23% | +19.8% |
| Q2 2021 | $12,368,000 | +1052.7% | 57,390 | +12.9% | 1.02% | +29.3% |
| Q1 2021 | $1,073,000 | +43.3% | 50,827 | +49.9% | 0.79% | +36.6% |
| Q4 2020 | $749,000 | +115.2% | 33,911 | +109.6% | 0.58% | +95.9% |
| Q3 2020 | $348,000 | +51.3% | 16,181 | +3116.9% | 0.30% | +45.1% |
| Q2 2020 | $230,000 | – | 503 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 5,255,034 | $92,804,000 | 3.98% |
| Syverson Strege & Co | 324,906 | $5,738,000 | 2.11% |
| Signature Wealth Management Partners, LLC | 109,086 | $1,927,000 | 1.97% |
| Ameritas Advisory Services, LLC | 1,546,283 | $27,307,000 | 1.58% |
| Stegent Equity Advisors, Inc. | 65,410 | $1,156,000 | 1.50% |
| Prentice Wealth Management LLC | 52,964 | $935,000 | 0.95% |
| Financial Insights, Inc. | 46,311 | $818,000 | 0.83% |
| Schneider Downs Wealth Management Advisors, LP | 168,128 | $2,969,000 | 0.83% |
| Sloy Dahl & Holst, LLC | 179,876 | $3,177,000 | 0.76% |
| Collaborative Wealth Managment Inc. | 62,162 | $1,098,000 | 0.72% |