AE Wealth Management LLC - COLUMBIA ETF TR I ownership

COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 81 filers reported holding COLUMBIA ETF TR I in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
Q4 2021$307,000
+42.8%
14,417
+43.5%
0.00%0.0%
Q3 2021$215,000
-9.7%
10,048
-8.9%
0.00%0.0%
Q2 2021$238,000
-24.9%
11,033
-23.1%
0.00%
-50.0%
Q4 2020$317,000
+2.6%
14,341
-0.0%
0.00%0.0%
Q3 2020$309,000
+50.7%
14,346
+47.5%
0.00%
+33.3%
Q2 2020$205,000
-15.3%
9,727
-20.2%
0.00%
-50.0%
Q1 2020$242,00012,1840.01%
Other shareholders
COLUMBIA ETF TR I shareholders Q2 2021
NameSharesValueWeighting ↓
Live Oak Investment Partners 362,757$6,271,8525.76%
ENZI WEALTH 544,563$9,802,1344.68%
Prentice Wealth Management LLC 352,941$6,102,3503.08%
GYL FINANCIAL SYNERGIES, LLC 464,574$8,032,4891.74%
Signature Wealth Management Partners, LLC 56,573$978,1490.96%
Sloy Dahl & Holst, LLC 158,351$2,737,8890.96%
Ameritas Advisory Services, LLC 1,147,403$19,838,5950.92%
Millington Financial Advisors, LLC 53,146$918,8900.90%
Wayfinding Financial, LLC 53,928$1,1120.89%
Collaborative Wealth Managment Inc. 56,598$978,5750.64%
View complete list of COLUMBIA ETF TR I shareholders