COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 69 filers reported holding COLUMBIA ETF TR I in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $826,000 | -45.3% | 46,761 | -39.6% | 0.15% | -40.9% |
| Q1 2022 | $1,509,000 | -13.4% | 77,435 | -5.0% | 0.26% | -18.2% |
| Q3 2021 | $1,742,000 | -0.2% | 81,541 | +0.7% | 0.31% | -4.0% |
| Q2 2021 | $1,745,000 | +27.7% | 80,989 | +25.1% | 0.33% | +15.1% |
| Q1 2021 | $1,367,000 | -9.6% | 64,748 | -5.4% | 0.28% | -16.5% |
| Q4 2020 | $1,512,000 | +6.2% | 68,437 | +3.3% | 0.34% | -7.4% |
| Q3 2020 | $1,424,000 | – | 66,224 | – | 0.37% | – |
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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% |