CGN Advisors LLC - COLUMBIA ETF TR I ownership

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
CGN Advisors LLC ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
Q1 2022$713,000
-11.3%
36,566
-3.1%
0.18%
-14.8%
Q4 2021$804,000
+0.6%
37,727
+0.8%
0.21%
-19.9%
Q3 2021$799,000
+25.2%
37,425
+26.3%
0.26%
+29.2%
Q2 2021$638,000
+74.8%
29,625
+71.3%
0.20%
+54.2%
Q1 2021$365,00017,2960.13%
Other shareholders
COLUMBIA ETF TR I shareholders Q3 2021
NameSharesValueWeighting ↓
TruWealth Advisors, LLC 3,175,756$67,834,0007.57%
Prentice Wealth Management LLC 523,417$11,180,0005.41%
OneDigital Investment Advisors LLC 5,849,035$124,935,0004.95%
Signature Wealth Management Partners, LLC 173,973$3,716,0003.37%
Advisory Resource Group 380,983$8,138,0003.00%
Syverson Strege & Co 152,176$3,250,0002.59%
Bogart Wealth, LLC 1,124,041$24,010,0002.44%
Andesa Financial Management Inc. 128,984$2,756,0001.50%
Financial Insights, Inc. 62,476$1,334,0001.23%
Silicon Hills Wealth Management, LLC 82,406$1,760,0001.21%
View complete list of COLUMBIA ETF TR I shareholders