COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 93 filers reported holding COLUMBIA ETF TR I in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,713 | +109.5% | 5,329 | +119.1% | 0.01% | +133.3% |
| Q2 2023 | $42,827 | -1.5% | 2,432 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $43,459 | -13.5% | 2,432 | -16.3% | 0.00% | -25.0% |
| Q4 2022 | $50,227 | -59.5% | 2,905 | -61.0% | 0.00% | -66.7% |
| Q3 2022 | $124,000 | -68.9% | 7,441 | -67.1% | 0.01% | -64.7% |
| Q2 2022 | $399,000 | -7.9% | 22,619 | +1.8% | 0.03% | +6.2% |
| Q1 2022 | $433,000 | -34.9% | 22,217 | -28.8% | 0.03% | -15.8% |
| Q4 2021 | $665,000 | +31.9% | 31,189 | +32.1% | 0.04% | +22.6% |
| Q3 2021 | $504,000 | +211.1% | 23,615 | +213.2% | 0.03% | +210.0% |
| Q2 2021 | $162,000 | – | 7,540 | – | 0.01% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 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% |