CREATIVE FINANCIAL DESIGNS INC /ADV - COLUMBIA ETF TR I ownership

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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
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$708,0000.0%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$541,00024,4850.12%
Other shareholders
COLUMBIA ETF TR I shareholders Q3 2021
NameSharesValueWeighting ↓
Prentice Wealth Management LLC 398,818$6,714,1033.03%
Pine Valley Investments Ltd Liability Co 509,282$8,573,7560.78%
Millington Financial Advisors, LLC 48,892$823,0930.74%
Collaborative Wealth Managment Inc. 48,437$815,4300.49%
Imprint Wealth LLC 17,944$302,0870.26%
GYL FINANCIAL SYNERGIES, LLC 111,548$1,877,9170.18%
Gallacher Capital Management LLC 16,063$270,4200.17%
PALO ALTO WEALTH ADVISORS, LLC 11,375$191,4980.16%
Strategic Family Wealth Counselors, L.L.C. 17,650$297,1380.14%
HBK Sorce Advisory LLC 190,024$3,199,0550.14%
View complete list of COLUMBIA ETF TR I shareholders