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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |