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% | – |
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% |