COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 69 filers reported holding COLUMBIA ETF TR I in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 3,175,756 | $67,834,000 | 7.57% |
| Prentice Wealth Management LLC | 523,417 | $11,180,000 | 5.41% |
| OneDigital Investment Advisors LLC | 5,849,035 | $124,935,000 | 4.95% |
| Signature Wealth Management Partners, LLC | 173,973 | $3,716,000 | 3.37% |
| Advisory Resource Group | 380,983 | $8,138,000 | 3.00% |
| Syverson Strege & Co | 152,176 | $3,250,000 | 2.59% |
| Bogart Wealth, LLC | 1,124,041 | $24,010,000 | 2.44% |
| Andesa Financial Management Inc. | 128,984 | $2,756,000 | 1.50% |
| Financial Insights, Inc. | 62,476 | $1,334,000 | 1.23% |
| Silicon Hills Wealth Management, LLC | 82,406 | $1,760,000 | 1.21% |