COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 69 filers reported holding COLUMBIA ETF TR I in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $7,335,000 | +5.2% | 340,376 | +3.1% | 4.08% | -0.1% |
| Q1 2021 | $6,970,000 | +20.2% | 330,022 | +25.7% | 4.08% | +11.8% |
| Q4 2020 | $5,801,000 | -0.5% | 262,588 | -3.1% | 3.65% | -11.5% |
| Q3 2020 | $5,830,000 | +39.0% | 271,051 | +36.5% | 4.12% | +30.1% |
| Q2 2020 | $4,194,000 | -7.0% | 198,577 | -12.5% | 3.17% | -24.5% |
| Q1 2020 | $4,508,000 | -11.6% | 226,871 | -6.5% | 4.20% | +13.0% |
| Q4 2019 | $5,098,000 | – | 242,527 | – | 3.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 2,541,228 | $56,136,000 | 8.38% |
| OneDigital Investment Advisors LLC | 3,930,781 | $86,831,000 | 4.52% |
| Signature Wealth Management Partners, LLC | 170,099 | $3,757,000 | 3.76% |
| Legacy Wealth Partners, Inc. | 262,588 | $5,801,000 | 3.65% |
| Advisory Resource Group | 226,234 | $4,998,000 | 2.48% |
| Silicon Hills Wealth Management, LLC | 50,971 | $1,126,000 | 1.02% |
| Schneider Downs Wealth Management Advisors, LP | 129,730 | $2,866,000 | 0.80% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 46,000 | $1,016,000 | 0.66% |
| F3Logic, LLC | 206,296 | $4,546,000 | 0.64% |
| Financial Insights, Inc. | 33,911 | $749,000 | 0.58% |