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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,794,159 | -8.0% | 581,774 | -3.8% | 0.00% | 0.0% |
| Q2 2023 | $10,647,425 | -1.1% | 604,624 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $10,767,131 | -15.4% | 602,526 | -18.1% | 0.00% | 0.0% |
| Q4 2022 | $12,724,761 | +4.4% | 735,961 | +1.0% | 0.00% | 0.0% |
| Q3 2022 | $12,184,000 | +17.4% | 728,314 | +24.0% | 0.00% | 0.0% |
| Q2 2022 | $10,376,000 | -37.5% | 587,518 | -31.0% | 0.00% | -50.0% |
| Q1 2022 | $16,596,000 | -56.2% | 851,474 | -52.1% | 0.00% | -50.0% |
| Q4 2021 | $37,858,000 | -3.2% | 1,776,523 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $39,111,000 | +34.4% | 1,830,999 | +35.6% | 0.00% | +33.3% |
| Q2 2021 | $29,108,000 | -3.8% | 1,350,698 | -5.7% | 0.00% | 0.0% |
| Q1 2021 | $30,244,000 | +26.4% | 1,432,000 | +32.3% | 0.00% | 0.0% |
| Q4 2020 | $23,918,000 | +35.2% | 1,082,763 | +31.7% | 0.00% | +50.0% |
| Q3 2020 | $17,685,000 | +62.5% | 822,147 | +59.6% | 0.00% | 0.0% |
| Q2 2020 | $10,882,000 | +8.8% | 515,260 | +2.4% | 0.00% | 0.0% |
| Q1 2020 | $9,998,000 | +12.1% | 503,159 | +17.4% | 0.00% | +100.0% |
| Q4 2019 | $8,917,000 | +9.8% | 428,505 | +9.7% | 0.00% | 0.0% |
| Q3 2019 | $8,124,000 | +16.0% | 390,557 | +13.9% | 0.00% | 0.0% |
| Q2 2019 | $7,002,000 | +31.6% | 342,811 | +28.2% | 0.00% | 0.0% |
| Q1 2019 | $5,321,000 | +322.0% | 267,395 | +300.1% | 0.00% | – |
| Q4 2018 | $1,261,000 | – | 66,836 | – | 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% |