COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 81 filers reported holding COLUMBIA ETF TR I in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,338,000 | -8.7% | 79,989 | -3.6% | 0.46% | -6.2% |
| Q2 2022 | $1,465,000 | -16.9% | 82,968 | -8.3% | 0.49% | -0.8% |
| Q1 2022 | $1,763,000 | -5.7% | 90,474 | +3.2% | 0.49% | +2.1% |
| Q4 2021 | $1,869,000 | +5.4% | 87,709 | +5.6% | 0.48% | -1.0% |
| Q3 2021 | $1,774,000 | +0.9% | 83,076 | +1.7% | 0.49% | -2.2% |
| Q2 2021 | $1,759,000 | +29.1% | 81,667 | +26.5% | 0.50% | +18.6% |
| Q1 2021 | $1,363,000 | +49.8% | 64,568 | +56.7% | 0.42% | +44.5% |
| Q4 2020 | $910,000 | +19.4% | 41,201 | +16.2% | 0.29% | +3.6% |
| Q3 2020 | $762,000 | – | 35,448 | – | 0.28% | – |
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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% |