Fermata Advisors, LLC - COLUMBIA ETF TR I ownership

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COLUMBIA ETF TR I's ticker is and the CUSIP is 19761L870. A total of 18 filers reported holding COLUMBIA ETF TR I in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

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Filings
Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
Q2 2024$1,193,087
-11.8%
43,702
-19.0%
0.27%
-10.2%
Q1 2024$1,353,025
+8.5%
53,937
-3.3%
0.30%
+2.3%
Q4 2023$1,247,475–55,765–0.30%–
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Other shareholders
COLUMBIA ETF TR I shareholders Q2 2024
NameSharesValueWeighting ↓
WealthPlan Investment Management, LLC 126,823$3,181,4170.48%
WealthPLAN Partners, LLC 181,976$4,564,9590.47%
Fermata Advisors, LLC 53,937$1,353,0250.30%
Next Level Private LLC 17,720$444,5150.20%
AMERIPRISE FINANCIAL INC 640,850$16,076,0420.00%
RESOURCES MANAGEMENT CORP /CT/ /ADV 1,200$300.00%
HARBOUR INVESTMENTS, INC. 1,773$44,4770.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 970$24,3320.00%
OSAIC HOLDINGS, INC. 327$8,2040.00%
View complete list of COLUMBIA ETF TR I shareholders