COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 93 filers reported holding COLUMBIA ETF TR I in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $881,228 | -1.9% | 52,345 | +2.6% | 0.01% | +10.0% |
| Q2 2023 | $898,726 | +37.5% | 51,035 | +39.5% | 0.01% | +25.0% |
| Q1 2023 | $653,613 | -18.3% | 36,576 | -21.0% | 0.01% | -71.4% |
| Q4 2022 | $800,008 | -24.0% | 46,270 | -26.5% | 0.03% | -33.3% |
| Q3 2022 | $1,053,000 | -15.5% | 62,957 | -10.8% | 0.04% | -16.0% |
| Q2 2022 | $1,246,000 | -20.6% | 70,559 | -12.4% | 0.05% | -9.1% |
| Q1 2022 | $1,570,000 | -0.3% | 80,573 | +9.1% | 0.06% | +3.8% |
| Q4 2021 | $1,574,000 | +8.3% | 73,884 | +8.5% | 0.05% | 0.0% |
| Q3 2021 | $1,454,000 | +39.1% | 68,081 | +40.4% | 0.05% | +29.3% |
| Q2 2021 | $1,045,000 | +8.0% | 48,506 | +5.9% | 0.04% | -2.4% |
| Q1 2021 | $968,000 | +41.7% | 45,817 | +48.2% | 0.04% | +31.2% |
| Q4 2020 | $683,000 | – | 30,907 | – | 0.03% | – |
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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% |