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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,771 | +252.8% | 5,867 | +269.0% | 0.00% | +200.0% |
| Q2 2023 | $28,000 | -1.5% | 1,590 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $28,413 | +3.4% | 1,590 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $27,491 | -8.4% | 1,590 | -12.6% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -83.1% | 1,819 | -82.0% | 0.00% | -87.5% |
| Q2 2022 | $178,000 | +28.1% | 10,079 | +41.9% | 0.01% | +33.3% |
| Q1 2022 | $139,000 | -62.2% | 7,105 | -58.8% | 0.01% | -57.1% |
| Q4 2021 | $368,000 | -7.5% | 17,256 | -7.4% | 0.01% | -12.5% |
| Q3 2021 | $398,000 | -1.5% | 18,636 | -0.6% | 0.02% | -5.9% |
| Q2 2021 | $404,000 | -17.2% | 18,752 | -18.9% | 0.02% | -26.1% |
| Q1 2021 | $488,000 | -18.4% | 23,121 | -14.6% | 0.02% | -28.1% |
| Q4 2020 | $598,000 | -3.9% | 27,079 | -6.3% | 0.03% | -15.8% |
| Q3 2020 | $622,000 | +56.7% | 28,900 | +53.6% | 0.04% | +46.2% |
| Q2 2020 | $397,000 | – | 18,821 | – | 0.03% | – |
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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% |