COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 59 filers reported holding COLUMBIA ETF TR I in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 6,446,223 | $125,637,000 | 4.74% |
| Sweet Financial Partners, LLC | 844,906 | $16,467,000 | 4.41% |
| Naviter Wealth, LLC | 593,850 | $11,574,000 | 3.86% |
| Syverson Strege & Co | 165,663 | $3,229,000 | 3.51% |
| Signature Wealth Management Partners, LLC | 118,379 | $2,307,000 | 1.97% |
| Stegent Equity Advisors, Inc. | 76,047 | $1,482,000 | 1.25% |
| Financial Insights, Inc. | 69,689 | $1,358,000 | 1.25% |
| Ameritas Advisory Services, LLC | 1,476,840 | $28,784,000 | 1.05% |
| Prentice Wealth Management LLC | 112,755 | $2,193,000 | 1.05% |
| BIVIN & ASSOCIATES, INC. | 56,633 | $1,104,000 | 1.01% |