COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 93 filers reported holding COLUMBIA ETF TR I in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $397,000 | -85.2% | 20,412 | -83.8% | 0.21% | -83.8% |
| Q4 2021 | $2,684,000 | -2.6% | 125,930 | -2.4% | 1.32% | -11.9% |
| Q3 2021 | $2,756,000 | -49.7% | 128,984 | -49.2% | 1.50% | -9.3% |
| Q2 2021 | $5,474,000 | +495.6% | 254,096 | +483.6% | 1.65% | +101.8% |
| Q2 2020 | $919,000 | +112.7% | 43,542 | +100.8% | 0.82% | +69.0% |
| Q1 2020 | $432,000 | -59.3% | 21,687 | -57.5% | 0.48% | -47.7% |
| Q4 2019 | $1,061,000 | +80.4% | 50,972 | +80.2% | 0.92% | +62.6% |
| Q3 2019 | $588,000 | +47.4% | 28,282 | +45.0% | 0.57% | +50.5% |
| Q2 2019 | $399,000 | – | 19,500 | – | 0.38% | – |
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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% |