COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 75 filers reported holding COLUMBIA ETF TR I in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $203,192 | -50.6% | 11,752 | -52.1% | 0.03% | -55.2% |
| Q3 2022 | $411,000 | +1.7% | 24,553 | +7.2% | 0.07% | +1.5% |
| Q2 2022 | $404,000 | -42.9% | 22,902 | -37.0% | 0.07% | -38.9% |
| Q1 2022 | $708,000 | 0.0% | 36,342 | +9.3% | 0.11% | +0.9% |
| Q4 2021 | $708,000 | +9.1% | 33,247 | +9.5% | 0.11% | 0.0% |
| Q3 2021 | $649,000 | -2.4% | 30,370 | -1.5% | 0.11% | -7.0% |
| Q2 2021 | $665,000 | -2.3% | 30,843 | -4.4% | 0.12% | -13.5% |
| Q1 2021 | $681,000 | +25.9% | 32,264 | +31.8% | 0.13% | +14.7% |
| Q4 2020 | $541,000 | – | 24,485 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 3,175,756 | $67,834,000 | 7.57% |
| Prentice Wealth Management LLC | 523,417 | $11,180,000 | 5.41% |
| OneDigital Investment Advisors LLC | 5,849,035 | $124,935,000 | 4.95% |
| Signature Wealth Management Partners, LLC | 173,973 | $3,716,000 | 3.37% |
| Advisory Resource Group | 380,983 | $8,138,000 | 3.00% |
| Syverson Strege & Co | 152,176 | $3,250,000 | 2.59% |
| Bogart Wealth, LLC | 1,124,041 | $24,010,000 | 2.44% |
| Andesa Financial Management Inc. | 128,984 | $2,756,000 | 1.50% |
| Financial Insights, Inc. | 62,476 | $1,334,000 | 1.23% |
| Silicon Hills Wealth Management, LLC | 82,406 | $1,760,000 | 1.21% |