Purchases and Sales Made in Q2 2025 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
453K+ 52.29% |
$12.1M - $15.5M
|
1.32M
$45.7M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
248K+ 49.53% |
$6.61M - $8.47M
|
748K
$25.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
145KNew |
$3.87M - $4.96M
|
145K
$5.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
124K+ 112.56% |
$3.3M - $4.22M
|
233K
$8.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
99.9K+ 586.87% |
$2.66M - $3.41M
|
117K
$4.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.3K+ 172.95% |
$1.61M - $2.06M
|
95.1K
$3.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54.6K+ 47.99% |
$1.46M - $1.87M
|
168K
$5.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
45KNew |
$1.2M - $1.54M
|
45K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
45KNew |
$1.2M - $1.54M
|
45K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
19.3K+ 127.98% |
$516K - $661K
|
34.5K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.2KNew |
$432K - $553K
|
16.2K
$561K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.7KNew |
$418K - $536K
|
15.7K
$544K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1K+ 22.31% |
$323K - $413K
|
66.3K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.9K+ 7.9% |
$318K - $407K
|
163K
$5.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
9.5K+ 1.22% |
$253K - $325K
|
789K
$27.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.19K+ 5.06% |
$245K - $314K
|
191K
$6.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.96K+ 53.6% |
$239K - $306K
|
25.7K
$890K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
8.55K+ 0.98% |
$228K - $292K
|
877K
$30.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
7.95KNew |
$212K - $272K
|
7.95K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.58K+ 1.18% |
$202K - $259K
|
649K
$22.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.82K+ 28.8% |
$182K - $233K
|
30.5K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.41KNew |
$171K - $219K
|
6.41K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.46K+ 2.93% |
$146K - $187K
|
192K
$6.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.14KNew |
$137K - $176K
|
5.14K
$178K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.96K+ 1.31% |
$106K - $135K
|
307K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.94K+ 11.1% |
$105K - $135K
|
39.4K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.73K+ 22.5% |
$99.4K - $127K
|
20.3K
$703K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
3.44K+ 2.78% |
$91.9K - $118K
|
128K
$4.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.98K+ 3.41% |
$79.5K - $102K
|
90.3K
$3.13M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.9K+ 3.02% |
$77.3K - $99K
|
98.9K
$3.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.56K+ 2.12% |
$68.2K - $87.4K
|
123K
$4.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.54KNew |
$67.8K - $86.9K
|
2.54K
$88.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.53K+ 2.87% |
$67.4K - $86.4K
|
90.5K
$3.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.36K+ 3.04% |
$62.9K - $80.6K
|
80K
$2.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.15K+ 8.05% |
$57.4K - $73.6K
|
28.9K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.71K+ 23.09% |
$45.5K - $58.3K
|
9.09K
$315K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.49K+ 13.02% |
$39.7K - $50.8K
|
12.9K
$447K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$35.2K - $45.1K
|
1.32K
$45.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.28K+ 8.92% |
$34K - $43.6K
|
15.6K
$539K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
900+ 16.14% |
$24K - $30.8K
|
6.48K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
711+ 0.68% |
$19K - $24.3K
|
105K
$3.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
607+ 0.49% |
$16.2K - $20.7K
|
123K
$4.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
431+ 0.91% |
$11.5K - $14.7K
|
47.5K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
416+ 5.29% |
$11.1K - $14.2K
|
8.28K
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
270+ 2.14% |
$7.2K - $9.23K
|
12.9K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
195+ 46.99% |
$5.2K - $6.67K
|
610
$21.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
185+ 1.9% |
$4.94K - $6.32K
|
9.9K
$343K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 7.19% |
$1.79K - $2.29K
|
999
$34.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
65+ 1.4% |
$1.73K - $2.22K
|
4.72K
$164K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|