COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 2 filers reported holding COLUMBIA ETF TR I in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 3,112,418 | $65,734,000 | 8.92% |
| Prentice Wealth Management LLC | 484,541 | $10,234,000 | 5.70% |
| OneDigital Investment Advisors LLC | 4,740,829 | $100,126,000 | 4.68% |
| Legacy Wealth Partners, Inc. | 330,022 | $6,970,000 | 4.08% |
| Signature Wealth Management Partners, LLC | 191,559 | $4,046,000 | 3.88% |
| Sloy Dahl & Holst, LLC | 831,287 | $17,557,000 | 2.51% |
| Advisory Resource Group | 245,422 | $5,183,000 | 2.42% |
| Silicon Hills Wealth Management, LLC | 105,097 | $2,220,000 | 2.01% |
| Schneider Downs Wealth Management Advisors, LP | 156,632 | $3,308,000 | 0.81% |
| Financial Insights, Inc. | 50,827 | $1,073,000 | 0.79% |