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 | $12,282,398 | -23.3% | 729,575 | -19.8% | 0.00% | -50.0% |
| Q2 2023 | $16,011,928 | +6.9% | 909,252 | +8.5% | 0.00% | 0.0% |
| Q1 2023 | $14,981,940 | -5.9% | 838,385 | -8.9% | 0.00% | 0.0% |
| Q4 2022 | $15,916,794 | +16.6% | 920,578 | +12.8% | 0.00% | 0.0% |
| Q3 2022 | $13,653,000 | -5.3% | 816,071 | -0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,415,000 | -22.0% | 816,228 | -13.9% | 0.00% | 0.0% |
| Q1 2022 | $18,473,000 | -29.7% | 947,826 | -23.1% | 0.00% | -33.3% |
| Q4 2021 | $26,264,000 | -4.2% | 1,232,477 | -4.0% | 0.00% | -25.0% |
| Q3 2021 | $27,421,000 | +7.2% | 1,283,758 | +8.2% | 0.00% | +33.3% |
| Q2 2021 | $25,571,000 | +4.6% | 1,186,573 | +2.5% | 0.00% | -25.0% |
| Q1 2021 | $24,449,000 | -5.7% | 1,157,628 | -1.4% | 0.00% | 0.0% |
| Q4 2020 | $25,927,000 | +32.5% | 1,173,715 | +29.0% | 0.00% | 0.0% |
| Q3 2020 | $19,565,000 | +32.2% | 909,569 | +29.8% | 0.00% | +33.3% |
| Q2 2020 | $14,803,000 | +21.8% | 700,898 | +14.6% | 0.00% | 0.0% |
| Q1 2020 | $12,156,000 | +24.4% | 611,781 | +30.3% | 0.00% | +50.0% |
| Q4 2019 | $9,770,000 | +331.0% | 469,502 | +330.8% | 0.00% | +100.0% |
| Q3 2019 | $2,267,000 | – | 108,974 | – | 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% |