Steward Partners Investment Advisory, LLC - COLUMBIA ETF TR I ownership

COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 80 filers reported holding COLUMBIA ETF TR I in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
Q3 2023$38,906
-4.4%
2,3110.0%0.00%0.0%
Q2 2023$40,697
-1.5%
2,3110.0%0.00%0.0%
Q1 2023$41,298
+3.4%
2,3110.0%0.00%0.0%
Q4 2022$39,957
+2.5%
2,3110.0%0.00%0.0%
Q3 2022$39,000
-4.9%
2,3110.0%0.00%0.0%
Q2 2022$41,000
-4.7%
2,311
+4.6%
0.00%0.0%
Q1 2022$43,000
+2.4%
2,209
+13.3%
0.00%0.0%
Q4 2021$42,000
+31.2%
1,950
+29.7%
0.00%0.0%
Q3 2021$32,000
-8.6%
1,503
-7.0%
0.00%0.0%
Q2 2021$35,000
-100.0%
1,616
-69.0%
0.00%0.0%
Q1 2021$110,162,000
+323905.9%
5,216
+234.4%
0.00%0.0%
Q4 2020$34,000
+88.9%
1,560
+82.9%
0.00%
Q3 2020$18,000
+38.5%
853
+34.8%
0.00%
Q2 2020$13,0006330.00%
Other shareholders
COLUMBIA ETF TR I shareholders Q2 2022
NameSharesValueWeighting ↓
Prentice Wealth Management LLC 398,818$6,714,1033.03%
Pine Valley Investments Ltd Liability Co 509,282$8,573,7560.78%
Millington Financial Advisors, LLC 48,892$823,0930.74%
Collaborative Wealth Managment Inc. 48,437$815,4300.49%
Imprint Wealth LLC 17,944$302,0870.26%
GYL FINANCIAL SYNERGIES, LLC 111,548$1,877,9170.18%
Gallacher Capital Management LLC 16,063$270,4200.17%
PALO ALTO WEALTH ADVISORS, LLC 11,375$191,4980.16%
Strategic Family Wealth Counselors, L.L.C. 17,650$297,1380.14%
HBK Sorce Advisory LLC 190,024$3,199,0550.14%
View complete list of COLUMBIA ETF TR I shareholders