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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |