COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 69 filers reported holding COLUMBIA ETF TR I in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,725,874 | +2.5% | 152,539 | -0.8% | 0.56% | -3.9% |
| Q4 2022 | $2,658,266 | -8.2% | 153,746 | -11.2% | 0.58% | -31.3% |
| Q3 2022 | $2,897,000 | -2.4% | 173,141 | +3.0% | 0.85% | +2.3% |
| Q2 2022 | $2,969,000 | -4.1% | 168,128 | +5.9% | 0.83% | +5.2% |
| Q1 2022 | $3,095,000 | -12.6% | 158,810 | -4.4% | 0.79% | -6.7% |
| Q4 2021 | $3,541,000 | +1.0% | 166,184 | +1.2% | 0.85% | -6.6% |
| Q3 2021 | $3,507,000 | -0.8% | 164,188 | +0.1% | 0.91% | -1.0% |
| Q2 2021 | $3,534,000 | +6.8% | 164,001 | +4.7% | 0.92% | +13.1% |
| Q1 2021 | $3,308,000 | +15.4% | 156,632 | +20.7% | 0.81% | +1.4% |
| Q4 2020 | $2,866,000 | +4.5% | 129,730 | +1.8% | 0.80% | -13.3% |
| Q3 2020 | $2,742,000 | +18.5% | 127,458 | +16.4% | 0.92% | +16.5% |
| Q2 2020 | $2,313,000 | +16.1% | 109,498 | +9.2% | 0.79% | +8.1% |
| Q1 2020 | $1,993,000 | – | 100,318 | – | 0.73% | – |
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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% |