COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 69 filers reported holding COLUMBIA ETF TR I in Q4 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% | – |
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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% |