COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 75 filers reported holding COLUMBIA ETF TR I in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $9,079,000 | +11.6% | 439,229 | +15.3% | 3.03% | +1.0% |
| Q3 2021 | $8,138,000 | +14.7% | 380,983 | +15.7% | 3.00% | +5.7% |
| Q2 2021 | $7,097,000 | +36.9% | 329,320 | +34.2% | 2.84% | +17.3% |
| Q1 2021 | $5,183,000 | +3.7% | 245,422 | +8.5% | 2.42% | -2.3% |
| Q4 2020 | $4,998,000 | +114.8% | 226,234 | +109.1% | 2.48% | +81.7% |
| Q3 2020 | $2,327,000 | – | 108,176 | – | 1.36% | – |
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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% |