COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 80 filers reported holding COLUMBIA ETF TR I in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
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% |