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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |