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 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
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 Q1 2023
NameSharesValueWeighting ↓
OneDigital Investment Advisors LLC 6,446,223$125,637,0004.74%
Sweet Financial Partners, LLC 844,906$16,467,0004.41%
Naviter Wealth, LLC 593,850$11,574,0003.86%
Syverson Strege & Co 165,663$3,229,0003.51%
Signature Wealth Management Partners, LLC 118,379$2,307,0001.97%
Stegent Equity Advisors, Inc. 76,047$1,482,0001.25%
Financial Insights, Inc. 69,689$1,358,0001.25%
Ameritas Advisory Services, LLC 1,476,840$28,784,0001.05%
Prentice Wealth Management LLC 112,755$2,193,0001.05%
BIVIN & ASSOCIATES, INC. 56,633$1,104,0001.01%
View complete list of COLUMBIA ETF TR I shareholders