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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $258,000 | 0.0% | 12,113 | +0.0% | 0.15% | -4.5% |
| Q3 2021 | $258,000 | -1.5% | 12,110 | +0.0% | 0.16% | -6.0% |
| Q2 2021 | $262,000 | +2.7% | 12,108 | +0.0% | 0.17% | -1.8% |
| Q1 2021 | $255,000 | -57.8% | 12,104 | -56.2% | 0.17% | -61.5% |
| Q4 2020 | $604,000 | +60.2% | 27,662 | +45.6% | 0.44% | +12.2% |
| Q1 2020 | $377,000 | -77.1% | 19,003 | -75.6% | 0.39% | -71.2% |
| Q4 2019 | $1,646,000 | – | 77,978 | – | 1.37% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 2,541,228 | $56,136,000 | 8.38% |
| OneDigital Investment Advisors LLC | 3,930,781 | $86,831,000 | 4.52% |
| Signature Wealth Management Partners, LLC | 170,099 | $3,757,000 | 3.76% |
| Legacy Wealth Partners, Inc. | 262,588 | $5,801,000 | 3.65% |
| Advisory Resource Group | 226,234 | $4,998,000 | 2.48% |
| Silicon Hills Wealth Management, LLC | 50,971 | $1,126,000 | 1.02% |
| Schneider Downs Wealth Management Advisors, LP | 129,730 | $2,866,000 | 0.80% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 46,000 | $1,016,000 | 0.66% |
| F3Logic, LLC | 206,296 | $4,546,000 | 0.64% |
| Financial Insights, Inc. | 33,911 | $749,000 | 0.58% |