COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 94 filers reported holding COLUMBIA ETF TR I in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,005,511 | +58.9% | 178,529 | +66.2% | 0.00% | +33.3% |
| Q2 2023 | $1,891,774 | -2.5% | 107,450 | -1.0% | 0.00% | -25.0% |
| Q1 2023 | $1,939,803 | -32.5% | 108,559 | -34.7% | 0.00% | -33.3% |
| Q4 2022 | $2,874,000 | -29.2% | 166,282 | -31.5% | 0.01% | -33.3% |
| Q3 2022 | $4,059,000 | -14.2% | 242,641 | -9.5% | 0.01% | -10.0% |
| Q2 2022 | $4,733,000 | -67.6% | 268,095 | -64.3% | 0.01% | -64.3% |
| Q1 2022 | $14,617,000 | +21.5% | 750,183 | +32.9% | 0.03% | +21.7% |
| Q4 2021 | $12,029,000 | -31.7% | 564,543 | -31.5% | 0.02% | -37.8% |
| Q3 2021 | $17,606,000 | -30.5% | 824,185 | -29.9% | 0.04% | -32.7% |
| Q2 2021 | $25,327,000 | +23.2% | 1,175,143 | +20.8% | 0.06% | +12.2% |
| Q1 2021 | $20,554,000 | +179.6% | 973,095 | +192.4% | 0.05% | +145.0% |
| Q4 2020 | $7,350,000 | +31.3% | 332,750 | +27.8% | 0.02% | +17.6% |
| Q3 2020 | $5,598,000 | +22.7% | 260,266 | +20.5% | 0.02% | +13.3% |
| Q2 2020 | $4,562,000 | +71.8% | 216,017 | +61.6% | 0.02% | +36.4% |
| Q1 2020 | $2,656,000 | – | 133,646 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 3,112,418 | $65,734,000 | 8.92% |
| Prentice Wealth Management LLC | 484,541 | $10,234,000 | 5.70% |
| OneDigital Investment Advisors LLC | 4,740,829 | $100,126,000 | 4.68% |
| Legacy Wealth Partners, Inc. | 330,022 | $6,970,000 | 4.08% |
| Signature Wealth Management Partners, LLC | 191,559 | $4,046,000 | 3.88% |
| Sloy Dahl & Holst, LLC | 831,287 | $17,557,000 | 2.51% |
| Advisory Resource Group | 245,422 | $5,183,000 | 2.42% |
| Silicon Hills Wealth Management, LLC | 105,097 | $2,220,000 | 2.01% |
| Schneider Downs Wealth Management Advisors, LP | 156,632 | $3,308,000 | 0.81% |
| Financial Insights, Inc. | 50,827 | $1,073,000 | 0.79% |