COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 76 filers reported holding COLUMBIA ETF TR I in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $426,000 | -9.0% | 24,141 | +0.6% | 0.04% | -54.8% |
| Q1 2022 | $468,000 | -5.6% | 24,003 | +3.2% | 0.08% | -3.4% |
| Q4 2021 | $496,000 | +2.3% | 23,265 | +2.4% | 0.09% | +1.2% |
| Q3 2021 | $485,000 | +3.4% | 22,715 | +4.3% | 0.09% | -1.1% |
| Q2 2021 | $469,000 | -49.8% | 21,780 | -49.6% | 0.09% | +1.2% |
| Q1 2021 | $935,000 | +96.0% | 43,255 | +100.3% | 0.09% | -1.1% |
| Q4 2020 | $477,000 | -70.6% | 21,592 | -71.4% | 0.09% | -78.5% |
| Q3 2020 | $1,625,000 | -9.6% | 75,531 | -11.3% | 0.40% | -6.0% |
| Q2 2020 | $1,798,000 | – | 85,130 | – | 0.43% | – |
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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% |