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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $815,430 | -11.9% | 48,437 | -7.8% | 0.49% | -11.6% |
| Q2 2023 | $925,451 | -8.0% | 52,553 | -6.7% | 0.55% | -13.2% |
| Q1 2023 | $1,006,181 | +2.8% | 56,306 | -0.5% | 0.63% | -1.4% |
| Q4 2022 | $978,575 | -0.0% | 56,598 | -3.3% | 0.64% | -7.2% |
| Q3 2022 | $979,000 | -10.8% | 58,511 | -5.9% | 0.69% | -3.9% |
| Q2 2022 | $1,098,000 | -24.1% | 62,162 | -8.4% | 0.72% | -9.1% |
| Q4 2021 | $1,447,000 | +16.7% | 67,893 | +6.7% | 0.79% | +10.9% |
| Q1 2021 | $1,240,000 | – | 63,619 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prentice Wealth Management LLC | 398,818 | $6,714,103 | 3.03% |
| Pine Valley Investments Ltd Liability Co | 509,282 | $8,573,756 | 0.78% |
| Millington Financial Advisors, LLC | 48,892 | $823,093 | 0.74% |
| Collaborative Wealth Managment Inc. | 48,437 | $815,430 | 0.49% |
| Imprint Wealth LLC | 17,944 | $302,087 | 0.26% |
| GYL FINANCIAL SYNERGIES, LLC | 111,548 | $1,877,917 | 0.18% |
| Gallacher Capital Management LLC | 16,063 | $270,420 | 0.17% |
| PALO ALTO WEALTH ADVISORS, LLC | 11,375 | $191,498 | 0.16% |
| Strategic Family Wealth Counselors, L.L.C. | 17,650 | $297,138 | 0.14% |
| HBK Sorce Advisory LLC | 190,024 | $3,199,055 | 0.14% |