COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 59 filers reported holding COLUMBIA ETF TR I in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,138 | -4.4% | 17,650 | 0.0% | 0.14% | 0.0% |
| Q2 2023 | $310,817 | -1.5% | 17,650 | 0.0% | 0.14% | -4.0% |
| Q1 2023 | $315,406 | +3.4% | 17,650 | 0.0% | 0.15% | -1.3% |
| Q4 2022 | $305,168 | -9.7% | 17,650 | -12.7% | 0.15% | -9.0% |
| Q3 2022 | $338,000 | -5.3% | 20,215 | 0.0% | 0.17% | -2.9% |
| Q2 2022 | $357,000 | -39.1% | 20,215 | -32.8% | 0.17% | -27.5% |
| Q1 2022 | $586,000 | -64.4% | 30,088 | -61.0% | 0.24% | -55.2% |
| Q4 2021 | $1,645,000 | – | 77,188 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ENZI WEALTH | 641,329 | $11,076,000 | 5.43% |
| OneDigital Investment Advisors LLC | 4,943,742 | $82,709,000 | 3.07% |
| GYL FINANCIAL SYNERGIES, LLC | 362,732 | $6,068,000 | 1.66% |
| Ameritas Advisory Services, LLC | 1,570,515 | $26,275,000 | 1.57% |
| Signature Wealth Management Partners, LLC | 83,855 | $1,403,000 | 1.54% |
| Schneider Downs Wealth Management Advisors, LP | 173,141 | $2,897,000 | 0.85% |
| Collaborative Wealth Managment Inc. | 58,511 | $979,000 | 0.69% |
| Sloy Dahl & Holst, LLC | 177,669 | $2,972,000 | 0.63% |
| Financial Insights, Inc. | 45,191 | $756,000 | 0.51% |
| Great Diamond Partners, LLC | 79,989 | $1,338,000 | 0.46% |