COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 49 filers reported holding COLUMBIA ETF TR I in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $132,051,073 | -1.9% | 7,844,184 | +2.6% | 0.04% | +2.4% |
| Q2 2023 | $134,671,054 | -0.1% | 7,647,419 | +1.4% | 0.04% | -4.5% |
| Q1 2023 | $134,743,385 | -7.0% | 7,540,201 | -10.1% | 0.04% | -12.0% |
| Q4 2022 | $144,946,000 | +11.6% | 8,383,167 | +8.0% | 0.05% | +4.2% |
| Q3 2022 | $129,892,000 | -8.5% | 7,764,053 | -3.4% | 0.05% | -4.0% |
| Q2 2022 | $141,982,000 | -31.6% | 8,039,811 | -24.5% | 0.05% | -18.0% |
| Q1 2022 | $207,551,000 | -7.6% | 10,649,044 | +1.1% | 0.06% | -1.6% |
| Q4 2021 | $224,515,000 | -7.7% | 10,535,337 | -7.5% | 0.06% | -20.5% |
| Q3 2021 | $243,302,000 | +9.2% | 11,389,259 | +10.2% | 0.08% | +13.0% |
| Q2 2021 | $222,729,000 | +71.8% | 10,335,504 | +68.2% | 0.07% | +60.5% |
| Q1 2021 | $129,657,000 | +7.1% | 6,143,260 | +12.0% | 0.04% | 0.0% |
| Q4 2020 | $121,104,000 | +17.7% | 5,483,806 | +14.7% | 0.04% | +2.4% |
| Q3 2020 | $102,853,000 | +25.1% | 4,781,622 | +22.8% | 0.04% | +20.0% |
| Q2 2020 | $82,209,000 | +69.9% | 3,892,452 | +59.8% | 0.04% | +40.0% |
| Q1 2020 | $48,394,000 | -42.2% | 2,435,511 | -39.5% | 0.02% | -28.6% |
| Q4 2019 | $83,759,000 | +11.9% | 4,024,971 | +11.8% | 0.04% | +2.9% |
| Q3 2019 | $74,869,000 | +19.3% | 3,599,496 | +17.1% | 0.03% | +21.4% |
| Q2 2019 | $62,774,000 | -25.5% | 3,073,406 | -27.4% | 0.03% | -28.2% |
| Q1 2019 | $84,210,000 | +4.6% | 4,231,471 | -0.9% | 0.04% | -2.5% |
| Q4 2018 | $80,537,000 | -8.1% | 4,267,950 | -7.0% | 0.04% | +29.0% |
| Q3 2018 | $87,674,000 | +0.1% | 4,587,843 | +0.0% | 0.03% | -20.5% |
| Q2 2018 | $87,618,000 | -9.4% | 4,587,482 | -7.3% | 0.04% | -11.4% |
| Q1 2018 | $96,723,000 | +288.0% | 4,947,448 | +295.8% | 0.04% | +300.0% |
| Q4 2017 | $24,926,000 | – | 1,250,050 | – | 0.01% | – |
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% |