COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 80 filers reported holding COLUMBIA ETF TR I in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |