COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 94 filers reported holding COLUMBIA ETF TR I in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,925 | -28.3% | 14,074 | -23.7% | 0.01% | -25.0% |
| Q2 2023 | $324,887 | +6.3% | 18,449 | +7.7% | 0.02% | 0.0% |
| Q1 2023 | $305,724 | +5.9% | 17,137 | +2.7% | 0.02% | -20.0% |
| Q4 2022 | $288,605 | -70.2% | 16,692 | -71.0% | 0.02% | -72.6% |
| Q3 2022 | $968,000 | -15.2% | 57,622 | -10.8% | 0.07% | -20.7% |
| Q2 2022 | $1,141,000 | -4.9% | 64,585 | -1.2% | 0.09% | -2.1% |
| Q1 2022 | $1,200,000 | -9.8% | 65,390 | +5.0% | 0.09% | -28.8% |
| Q3 2021 | $1,330,000 | -2.6% | 62,262 | -1.7% | 0.13% | -5.7% |
| Q2 2021 | $1,366,000 | – | 63,369 | – | 0.14% | – |
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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% |