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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $196,052 | +3.1% | 10,971 | -0.3% | 0.00% | – |
| Q4 2022 | $190,239 | -16.2% | 11,003 | -14.5% | 0.00% | – |
| Q2 2022 | $227,000 | -14.7% | 12,873 | -5.8% | 0.00% | – |
| Q1 2022 | $266,000 | -71.2% | 13,670 | -68.4% | 0.00% | -100.0% |
| Q4 2021 | $923,000 | +3.4% | 43,325 | +3.7% | 0.00% | 0.0% |
| Q3 2021 | $893,000 | +2.1% | 41,788 | +3.0% | 0.00% | 0.0% |
| Q2 2021 | $875,000 | +13.0% | 40,589 | +10.8% | 0.00% | 0.0% |
| Q1 2021 | $774,000 | +23.1% | 36,648 | +28.8% | 0.00% | 0.0% |
| Q4 2020 | $629,000 | – | 28,457 | – | 0.00% | – |
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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% |