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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219 | -3.1% | 13 | 0.0% | 0.00% | – |
| Q2 2023 | $226 | -0.9% | 13 | 0.0% | 0.00% | – |
| Q1 2023 | $228 | -15.6% | 13 | -18.8% | 0.00% | – |
| Q4 2022 | $270 | – | 16 | +6.7% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 15 | -98.4% | 0.00% | -100.0% |
| Q2 2022 | $16,000 | -11.1% | 917 | -0.7% | 0.00% | -50.0% |
| Q1 2022 | $18,000 | -99.9% | 923 | -99.9% | 0.00% | -99.9% |
| Q4 2021 | $24,047,000 | +0.2% | 1,128,419 | +0.4% | 2.17% | -11.2% |
| Q3 2021 | $24,010,000 | – | 1,124,041 | – | 2.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prentice Wealth Management LLC | 398,818 | $6,714,103 | 3.03% |
| Pine Valley Investments Ltd Liability Co | 509,282 | $8,573,756 | 0.78% |
| Millington Financial Advisors, LLC | 48,892 | $823,093 | 0.74% |
| Collaborative Wealth Managment Inc. | 48,437 | $815,430 | 0.49% |
| Imprint Wealth LLC | 17,944 | $302,087 | 0.26% |
| GYL FINANCIAL SYNERGIES, LLC | 111,548 | $1,877,917 | 0.18% |
| Gallacher Capital Management LLC | 16,063 | $270,420 | 0.17% |
| PALO ALTO WEALTH ADVISORS, LLC | 11,375 | $191,498 | 0.16% |
| Strategic Family Wealth Counselors, L.L.C. | 17,650 | $297,138 | 0.14% |
| HBK Sorce Advisory LLC | 190,024 | $3,199,055 | 0.14% |