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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |