COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 59 filers reported holding COLUMBIA ETF TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,602 | +7.4% | 33,775 | +12.4% | 0.01% | +14.3% |
| Q2 2023 | $529,357 | -1.5% | 30,060 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $537,172 | +1.3% | 30,060 | -2.0% | 0.01% | 0.0% |
| Q4 2022 | $530,284 | +0.1% | 30,670 | -3.2% | 0.01% | -11.1% |
| Q3 2022 | $529,839 | +29.2% | 31,670 | +36.4% | 0.01% | +12.5% |
| Q2 2022 | $410,000 | -43.9% | 23,210 | -38.2% | 0.01% | -33.3% |
| Q1 2022 | $731,000 | – | 37,538 | – | 0.01% | – |
Download | ||||||
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% |