Kestra Advisory Services, LLC - COLUMBIA ETF TR I ownership

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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%.

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Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
Q2 2024$456,402
+0.0%
25,869
+0.8%
0.00%0.0%
Q1 2024$456,195
+10.3%
25,657
+12.0%
0.00%0.0%
Q4 2023$413,522
+39.1%
22,910
+29.7%
0.00%0.0%
Q3 2023$297,323
-3.4%
17,661
+1.0%
0.00%0.0%
Q2 2023$307,946
-7.8%
17,487
-6.5%
0.00%
-25.0%
Q1 2023$334,065
+3.9%
18,694
+0.6%
0.00%
+33.3%
Q4 2022$321,387
-99.9%
18,588
-53.2%
0.00%
-25.0%
Q3 2022$332,332,000
+105402.2%
39,694
+122.7%
0.00%
+33.3%
Q2 2022$315,000
-83.3%
17,822
-81.5%
0.00%
-85.0%
Q1 2022$1,882,000
-29.7%
96,581
-23.1%
0.02%
-25.9%
Q4 2021$2,676,000
+4.0%
125,569
+4.3%
0.03%
+3.8%
Q3 2021$2,572,000
+3.8%
120,401
+4.7%
0.03%
-7.1%
Q2 2021$2,478,000
+235.8%
115,007
+229.1%
0.03%
+211.1%
Q1 2021$738,000
-65.3%
34,949
-63.7%
0.01%
-64.0%
Q4 2020$2,126,000–96,376–0.02%–
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Other shareholders
COLUMBIA ETF TR I shareholders Q2 2021
NameSharesValueWeighting ↓
OneDigital Investment Advisors LLC 5,255,034$92,804,0003.98%
Syverson Strege & Co 324,906$5,738,0002.11%
Signature Wealth Management Partners, LLC 109,086$1,927,0001.97%
Ameritas Advisory Services, LLC 1,546,283$27,307,0001.58%
Stegent Equity Advisors, Inc. 65,410$1,156,0001.50%
Prentice Wealth Management LLC 52,964$935,0000.95%
Financial Insights, Inc. 46,311$818,0000.83%
Schneider Downs Wealth Management Advisors, LP 168,128$2,969,0000.83%
Sloy Dahl & Holst, LLC 179,876$3,177,0000.76%
Collaborative Wealth Managment Inc. 62,162$1,098,0000.72%
View complete list of COLUMBIA ETF TR I shareholders