COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 94 filers reported holding COLUMBIA ETF TR I in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 2,541,228 | $56,136,000 | 8.38% |
| OneDigital Investment Advisors LLC | 3,930,781 | $86,831,000 | 4.52% |
| Signature Wealth Management Partners, LLC | 170,099 | $3,757,000 | 3.76% |
| Legacy Wealth Partners, Inc. | 262,588 | $5,801,000 | 3.65% |
| Advisory Resource Group | 226,234 | $4,998,000 | 2.48% |
| Silicon Hills Wealth Management, LLC | 50,971 | $1,126,000 | 1.02% |
| Schneider Downs Wealth Management Advisors, LP | 129,730 | $2,866,000 | 0.80% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 46,000 | $1,016,000 | 0.66% |
| F3Logic, LLC | 206,296 | $4,546,000 | 0.64% |
| Financial Insights, Inc. | 33,911 | $749,000 | 0.58% |