COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 93 filers reported holding COLUMBIA ETF TR I in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,262,332 | -18.2% | 193,783 | -14.4% | 0.07% | -19.3% |
| Q2 2023 | $3,986,064 | -35.2% | 226,352 | -34.2% | 0.09% | -38.9% |
| Q1 2023 | $6,146,648 | -7.7% | 343,965 | -10.7% | 0.14% | -25.4% |
| Q4 2022 | $6,660,586 | -91.9% | 385,228 | -92.2% | 0.19% | -93.7% |
| Q3 2022 | $82,709,000 | -10.9% | 4,943,742 | -5.9% | 3.07% | -23.1% |
| Q2 2022 | $92,804,000 | -26.1% | 5,255,034 | -18.5% | 3.98% | -16.0% |
| Q1 2022 | $125,637,000 | -6.5% | 6,446,223 | +2.2% | 4.74% | -0.3% |
| Q4 2021 | $134,395,000 | +7.6% | 6,306,657 | +7.8% | 4.76% | -4.0% |
| Q3 2021 | $124,935,000 | +6.2% | 5,849,035 | +7.1% | 4.95% | +2.3% |
| Q2 2021 | $117,655,000 | +17.5% | 5,459,642 | +15.2% | 4.84% | +3.5% |
| Q1 2021 | $100,126,000 | +15.3% | 4,740,829 | +20.6% | 4.68% | +3.5% |
| Q4 2020 | $86,831,000 | +9601.8% | 3,930,781 | +9347.2% | 4.52% | +7195.2% |
| Q3 2020 | $895,000 | +58.4% | 41,608 | +55.6% | 0.06% | +51.2% |
| Q2 2020 | $565,000 | +9.7% | 26,736 | +3.2% | 0.04% | -10.9% |
| Q1 2020 | $515,000 | -21.1% | 25,918 | -17.4% | 0.05% | -9.8% |
| Q4 2019 | $653,000 | +34.4% | 31,368 | +34.3% | 0.05% | +15.9% |
| Q3 2019 | $486,000 | – | 23,360 | – | 0.04% | – |
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% |