COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 93 filers reported holding COLUMBIA ETF TR I in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |