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 Q3 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 ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 5,255,034 | $92,804,000 | 3.98% |
| Syverson Strege & Co | 324,906 | $5,738,000 | 2.11% |
| Signature Wealth Management Partners, LLC | 109,086 | $1,927,000 | 1.97% |
| Ameritas Advisory Services, LLC | 1,546,283 | $27,307,000 | 1.58% |
| Stegent Equity Advisors, Inc. | 65,410 | $1,156,000 | 1.50% |
| Prentice Wealth Management LLC | 52,964 | $935,000 | 0.95% |
| Financial Insights, Inc. | 46,311 | $818,000 | 0.83% |
| Schneider Downs Wealth Management Advisors, LP | 168,128 | $2,969,000 | 0.83% |
| Sloy Dahl & Holst, LLC | 179,876 | $3,177,000 | 0.76% |
| Collaborative Wealth Managment Inc. | 62,162 | $1,098,000 | 0.72% |