COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 81 filers reported holding COLUMBIA ETF TR I in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $660,181 | -32.5% | 36,944 | -34.7% | 0.61% | -36.4% |
| Q4 2022 | $978,149 | -30.3% | 56,573 | -32.5% | 0.96% | -37.6% |
| Q3 2022 | $1,403,000 | -27.2% | 83,855 | -23.1% | 1.54% | -21.7% |
| Q2 2022 | $1,927,000 | -16.5% | 109,086 | -7.9% | 1.97% | +0.4% |
| Q1 2022 | $2,307,000 | -26.1% | 118,379 | -19.2% | 1.97% | -25.7% |
| Q4 2021 | $3,122,000 | -16.0% | 146,526 | -15.8% | 2.65% | -21.5% |
| Q3 2021 | $3,716,000 | -3.6% | 173,973 | -2.7% | 3.37% | -3.7% |
| Q2 2021 | $3,854,000 | -4.7% | 178,819 | -6.7% | 3.50% | -9.8% |
| Q1 2021 | $4,046,000 | +7.7% | 191,559 | +12.6% | 3.88% | +3.3% |
| Q4 2020 | $3,757,000 | – | 170,099 | – | 3.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 5,255,034 | $92,804,000 | 3.98% |
| Syverson Strege & Co | 324,906 | $5,738,000 | 2.11% |
| Signature Wealth Management Partners, LLC | 109,086 | $1,927,000 | 1.97% |
| Ameritas Advisory Services, LLC | 1,546,283 | $27,307,000 | 1.58% |
| Stegent Equity Advisors, Inc. | 65,410 | $1,156,000 | 1.50% |
| Prentice Wealth Management LLC | 52,964 | $935,000 | 0.95% |
| Financial Insights, Inc. | 46,311 | $818,000 | 0.83% |
| Schneider Downs Wealth Management Advisors, LP | 168,128 | $2,969,000 | 0.83% |
| Sloy Dahl & Holst, LLC | 179,876 | $3,177,000 | 0.76% |
| Collaborative Wealth Managment Inc. | 62,162 | $1,098,000 | 0.72% |