COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 49 filers reported holding COLUMBIA ETF TR I in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,099,555 | +1.7% | 176,011 | +3.2% | 0.57% | -17.7% |
| Q1 2023 | $3,046,639 | +11.3% | 170,489 | +7.7% | 0.69% | -28.0% |
| Q4 2022 | $2,737,889 | -7.9% | 158,351 | -10.9% | 0.96% | +52.5% |
| Q3 2022 | $2,972,000 | -6.5% | 177,669 | -1.2% | 0.63% | -17.3% |
| Q2 2022 | $3,177,000 | -9.0% | 179,876 | +0.4% | 0.76% | +30.9% |
| Q1 2022 | $3,491,000 | +34.6% | 179,143 | +47.5% | 0.58% | +4.9% |
| Q4 2021 | $2,594,000 | 0.0% | 121,448 | 0.0% | 0.55% | 0.0% |
| Q3 2021 | $2,594,000 | -85.4% | 121,448 | -85.3% | 0.55% | -76.9% |
| Q2 2021 | $17,769,000 | +1.2% | 824,586 | -0.8% | 2.39% | -4.8% |
| Q1 2021 | $17,557,000 | +5675.3% | 831,287 | +5867.2% | 2.51% | +1619.9% |
| Q4 2020 | $304,000 | +10.5% | 13,931 | +9.1% | 0.15% | +39.0% |
| Q3 2020 | $275,000 | – | 12,764 | – | 0.10% | – |
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% |