COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 49 filers reported holding COLUMBIA ETF TR I in Q3 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 ↓ |
|---|---|---|---|
| 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% |