COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 80 filers reported holding COLUMBIA ETF TR I in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $177 | -99.9% | 10,228 | -22.3% | 0.00% | -50.0% |
| Q3 2022 | $220,000 | -30.6% | 13,171 | -26.7% | 0.00% | 0.0% |
| Q2 2022 | $317,000 | -56.4% | 17,971 | -51.8% | 0.00% | -60.0% |
| Q1 2022 | $727,000 | -1.9% | 37,310 | +7.3% | 0.01% | 0.0% |
| Q4 2021 | $741,000 | +41.1% | 34,779 | +41.6% | 0.01% | +25.0% |
| Q3 2021 | $525,000 | -3.3% | 24,569 | -2.6% | 0.00% | -20.0% |
| Q2 2021 | $543,000 | +9.7% | 25,215 | +7.6% | 0.01% | 0.0% |
| Q1 2021 | $495,000 | +138.0% | 23,425 | +148.6% | 0.01% | +150.0% |
| Q4 2020 | $208,000 | – | 9,422 | – | 0.00% | – |
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% |