Purchases and Sales Made in Q1 2025 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q1 2025. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111K+ 130821.18% |
$3.24M - $3.42M
|
111K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
72.7K+ 12.77% |
$2.12M - $2.23M
|
642K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
48.8K+ 35.4% |
$1.42M - $1.5M
|
186K
$5.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
41.4K+ 17.89% |
$1.21M - $1.27M
|
273K
$7.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
14.2K+ 16.0% |
$414K - $436K
|
103K
$2.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
9.12K+ 6.0% |
$266K - $280K
|
161K
$4.67M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
7.76K+ 8.8% |
$226K - $238K
|
96K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.43K+ 30.54% |
$158K - $167K
|
23.2K
$672K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.09K+ 6.2% |
$149K - $156K
|
87.3K
$2.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.67K+ 22.99% |
$77.9K - $82.1K
|
14.3K
$414K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.23K+ 1.28% |
$64.9K - $68.4K
|
176K
$5.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.69K+ 0.82% |
$49.4K - $52K
|
207K
$5.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-92- 52.27% |
$2.68K - $2.83K
|
84
$2.43K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-486- 2.85% |
$14.2K - $14.9K
|
16.6K
$480K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.48K- 12.48% |
$43.2K - $45.5K
|
10.4K
$301K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-5.94K- 0.68% |
$173K - $182K
|
868K
$25.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-41.4K- 27.39% |
$1.21M - $1.27M
|
110K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-44.1K- 23.56% |
$1.29M - $1.36M
|
143K
$4.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-47.1K- 22.07% |
$1.38M - $1.45M
|
166K
$4.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-48K- 23.37% |
$1.4M - $1.47M
|
157K
$4.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-50.6K- 62.09% |
$1.48M - $1.55M
|
30.9K
$895K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-72.9K- 62.73% |
$2.13M - $2.24M
|
43.3K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-451K- 71.3% |
$13.2M - $13.9M
|
182K
$5.26M
|