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 ↓ |
|---|---|---|---|
| Live Oak Investment Partners | 362,757 | $6,271,852 | 5.76% |
| ENZI WEALTH | 544,563 | $9,802,134 | 4.68% |
| Prentice Wealth Management LLC | 352,941 | $6,102,350 | 3.08% |
| GYL FINANCIAL SYNERGIES, LLC | 464,574 | $8,032,489 | 1.74% |
| Signature Wealth Management Partners, LLC | 56,573 | $978,149 | 0.96% |
| Sloy Dahl & Holst, LLC | 158,351 | $2,737,889 | 0.96% |
| Ameritas Advisory Services, LLC | 1,147,403 | $19,838,595 | 0.92% |
| Millington Financial Advisors, LLC | 53,146 | $918,890 | 0.90% |
| Wayfinding Financial, LLC | 53,928 | $1,112 | 0.89% |
| Collaborative Wealth Managment Inc. | 56,598 | $978,575 | 0.64% |