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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |