COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 68 filers reported holding COLUMBIA ETF TR I in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 5,255,034 | $92,804,000 | 3.98% |
| Syverson Strege & Co | 324,906 | $5,738,000 | 2.11% |
| Signature Wealth Management Partners, LLC | 109,086 | $1,927,000 | 1.97% |
| Ameritas Advisory Services, LLC | 1,546,283 | $27,307,000 | 1.58% |
| Stegent Equity Advisors, Inc. | 65,410 | $1,156,000 | 1.50% |
| Prentice Wealth Management LLC | 52,964 | $935,000 | 0.95% |
| Financial Insights, Inc. | 46,311 | $818,000 | 0.83% |
| Schneider Downs Wealth Management Advisors, LP | 168,128 | $2,969,000 | 0.83% |
| Sloy Dahl & Holst, LLC | 179,876 | $3,177,000 | 0.76% |
| Collaborative Wealth Managment Inc. | 62,162 | $1,098,000 | 0.72% |