COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 59 filers reported holding COLUMBIA ETF TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 3,112,418 | $65,734,000 | 8.92% |
Prentice Wealth Management LLC | 484,541 | $10,234,000 | 5.70% |
OneDigital Investment Advisors LLC | 4,740,829 | $100,126,000 | 4.68% |
Legacy Wealth Partners, Inc. | 330,022 | $6,970,000 | 4.08% |
Signature Wealth Management Partners, LLC | 191,559 | $4,046,000 | 3.88% |
Sloy Dahl & Holst, LLC | 831,287 | $17,557,000 | 2.51% |
Advisory Resource Group | 245,422 | $5,183,000 | 2.42% |
Silicon Hills Wealth Management, LLC | 105,097 | $2,220,000 | 2.01% |
Schneider Downs Wealth Management Advisors, LP | 156,632 | $3,308,000 | 0.81% |
Financial Insights, Inc. | 50,827 | $1,073,000 | 0.79% |