COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 68 filers reported holding COLUMBIA ETF TR I in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,646,141 | -6.6% | 751,182 | -2.3% | 0.00% | 0.0% |
| Q2 2023 | $13,542,569 | +1.2% | 769,027 | +2.7% | 0.00% | 0.0% |
| Q1 2023 | $13,381,496 | -7.7% | 748,824 | -10.7% | 0.00% | 0.0% |
| Q4 2022 | $14,504,892 | +0.8% | 838,918 | -2.5% | 0.00% | -20.0% |
| Q3 2022 | $14,393,000 | -4.7% | 860,308 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $15,098,000 | -23.9% | 854,953 | -16.0% | 0.01% | 0.0% |
| Q1 2022 | $19,837,000 | -11.8% | 1,017,771 | -3.5% | 0.01% | -16.7% |
| Q4 2021 | $22,481,000 | +61.8% | 1,054,956 | +62.2% | 0.01% | +100.0% |
| Q3 2021 | $13,895,000 | +0.5% | 650,532 | +1.4% | 0.00% | 0.0% |
| Q2 2021 | $13,823,000 | +4.2% | 641,468 | +2.2% | 0.00% | 0.0% |
| Q1 2021 | $13,262,000 | -0.9% | 627,910 | +3.7% | 0.00% | 0.0% |
| Q4 2020 | $13,377,000 | +44.0% | 605,561 | +40.3% | 0.00% | 0.0% |
| Q3 2020 | $9,287,000 | +11.3% | 431,745 | +9.2% | 0.00% | +50.0% |
| Q2 2020 | $8,347,000 | +20.9% | 395,219 | +13.8% | 0.00% | 0.0% |
| Q1 2020 | $6,903,000 | +37.5% | 347,410 | +44.0% | 0.00% | +100.0% |
| Q4 2019 | $5,021,000 | +34.5% | 241,294 | +34.5% | 0.00% | 0.0% |
| Q3 2019 | $3,733,000 | +18.8% | 179,465 | +16.6% | 0.00% | 0.0% |
| Q2 2019 | $3,143,000 | +126.3% | 153,864 | +120.4% | 0.00% | – |
| Q1 2019 | $1,389,000 | +15333.3% | 69,822 | +14755.7% | 0.00% | – |
| Q4 2018 | $9,000 | – | 470 | – | 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% |