COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 2 filers reported holding COLUMBIA ETF TR I in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,877,917 | +51.4% | 111,548 | +58.3% | 0.18% | +61.1% |
| Q2 2023 | $1,240,523 | +25.7% | 70,444 | +27.6% | 0.11% | -4.2% |
| Q1 2023 | $986,860 | -87.7% | 55,224 | -88.1% | 0.12% | -93.2% |
| Q4 2022 | $8,032,489 | +32.4% | 464,574 | +28.1% | 1.74% | +5.1% |
| Q3 2022 | $6,068,000 | +287.0% | 362,732 | +308.5% | 1.66% | +286.7% |
| Q2 2022 | $1,568,000 | +40.9% | 88,795 | +55.4% | 0.43% | +60.9% |
| Q1 2022 | $1,113,000 | – | 57,124 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Oak Investment Partners | 362,757 | $6,271,852 | 5.76% |
| ENZI WEALTH | 544,563 | $9,802,134 | 4.68% |
| Prentice Wealth Management LLC | 352,941 | $6,102,350 | 3.08% |
| GYL FINANCIAL SYNERGIES, LLC | 464,574 | $8,032,489 | 1.74% |
| Signature Wealth Management Partners, LLC | 56,573 | $978,149 | 0.96% |
| Sloy Dahl & Holst, LLC | 158,351 | $2,737,889 | 0.96% |
| Ameritas Advisory Services, LLC | 1,147,403 | $19,838,595 | 0.92% |
| Millington Financial Advisors, LLC | 53,146 | $918,890 | 0.90% |
| Wayfinding Financial, LLC | 53,928 | $1,112 | 0.89% |
| Collaborative Wealth Managment Inc. | 56,598 | $978,575 | 0.64% |