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 | $38,906 | -4.4% | 2,311 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $40,697 | -1.5% | 2,311 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $41,298 | +3.4% | 2,311 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $39,957 | +2.5% | 2,311 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $39,000 | -4.9% | 2,311 | 0.0% | 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 | $13,000 | – | 633 | – | 0.00% | – |
Download | ||||||
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% |