COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 37 filers reported holding COLUMBIA ETF TR I in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,789 | -15.4% | 165,659 | -11.5% | 0.01% | -14.3% |
| Q2 2023 | $3,297 | +37.9% | 187,216 | +39.9% | 0.01% | +40.0% |
| Q1 2023 | $2,391 | -5.6% | 133,808 | -8.7% | 0.01% | -16.7% |
| Q4 2022 | $2,533 | -99.9% | 146,522 | -23.7% | 0.01% | -25.0% |
| Q3 2022 | $3,213,000 | -11.6% | 192,064 | -6.7% | 0.01% | -11.1% |
| Q2 2022 | $3,634,000 | -14.8% | 205,783 | -6.0% | 0.01% | -10.0% |
| Q1 2022 | $4,265,000 | -31.9% | 218,874 | -25.6% | 0.01% | -28.6% |
| Q4 2021 | $6,265,000 | +15.8% | 293,994 | +16.1% | 0.01% | 0.0% |
| Q3 2021 | $5,408,000 | +9.0% | 253,215 | +10.0% | 0.01% | +7.7% |
| Q2 2021 | $4,961,000 | +17.1% | 230,218 | +14.8% | 0.01% | +8.3% |
| Q1 2021 | $4,235,000 | +40.1% | 200,538 | +46.6% | 0.01% | +33.3% |
| Q4 2020 | $3,022,000 | +82.0% | 136,813 | +77.2% | 0.01% | +50.0% |
| Q3 2020 | $1,660,000 | +38.1% | 77,202 | +35.6% | 0.01% | +20.0% |
| Q2 2020 | $1,202,000 | +23.2% | 56,952 | +15.8% | 0.01% | 0.0% |
| Q1 2020 | $976,000 | +15.0% | 49,166 | +20.5% | 0.01% | +66.7% |
| Q4 2019 | $849,000 | -72.0% | 40,813 | -72.0% | 0.00% | -76.9% |
| Q3 2019 | $3,033,000 | +243.5% | 145,852 | +237.3% | 0.01% | +225.0% |
| Q2 2019 | $883,000 | +1.4% | 43,238 | -1.3% | 0.00% | 0.0% |
| Q1 2019 | $871,000 | -33.6% | 43,798 | -37.0% | 0.00% | -42.9% |
| Q4 2018 | $1,312,000 | -0.7% | 69,549 | +0.6% | 0.01% | +16.7% |
| Q3 2018 | $1,321,000 | +3.6% | 69,163 | +3.4% | 0.01% | -14.3% |
| Q2 2018 | $1,275,000 | -42.6% | 66,882 | -41.1% | 0.01% | -41.7% |
| Q1 2018 | $2,221,000 | +18.3% | 113,628 | +20.7% | 0.01% | +20.0% |
| Q4 2017 | $1,877,000 | – | 94,148 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Oak Investment Partners | 362,757 | $6,271,852 | 5.76% |
| ENZI WEALTH | 544,563 | $9,802,134 | 4.68% |
| Prentice Wealth Management LLC | 352,941 | $6,102,350 | 3.08% |
| GYL FINANCIAL SYNERGIES, LLC | 464,574 | $8,032,489 | 1.74% |
| Signature Wealth Management Partners, LLC | 56,573 | $978,149 | 0.96% |
| Sloy Dahl & Holst, LLC | 158,351 | $2,737,889 | 0.96% |
| Ameritas Advisory Services, LLC | 1,147,403 | $19,838,595 | 0.92% |
| Millington Financial Advisors, LLC | 53,146 | $918,890 | 0.90% |
| Wayfinding Financial, LLC | 53,928 | $1,112 | 0.89% |
| Collaborative Wealth Managment Inc. | 56,598 | $978,575 | 0.64% |