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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.54KNew |
$67.8K - $86.9K
|
2.54K
$95.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.53K+ 2.87% |
$67.4K - $86.4K
|
90.5K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2.38K+ 14.03% |
$63.4K - $81.2K
|
19.3K
$723K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.36K+ 3.04% |
$62.9K - $80.6K
|
80K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.32K+ 4.15% |
$61.8K - $79.2K
|
58.1K
$2.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.15K+ 8.05% |
$57.4K - $73.6K
|
28.9K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.71K+ 23.09% |
$45.5K - $58.3K
|
9.09K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.62KNew |
$43.3K - $55.5K
|
1.62K
$60.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.61K+ 4.49% |
$43K - $55.1K
|
37.6K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 22.09% |
$42.1K - $53.9K
|
8.72K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.49K+ 13.02% |
$39.7K - $50.8K
|
12.9K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.34KNew |
$35.7K - $45.7K
|
1.34K
$50.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$35.2K - $45.1K
|
1.32K
$49.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.28K+ 8.92% |
$34K - $43.6K
|
15.6K
$583K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
900+ 16.14% |
$24K - $30.8K
|
6.48K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
785+ 10.97% |
$20.9K - $26.8K
|
7.94K
$298K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
711+ 0.68% |
$19K - $24.3K
|
105K
$3.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
656+ 3.44% |
$17.5K - $22.4K
|
19.7K
$739K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
607+ 0.49% |
$16.2K - $20.7K
|
123K
$4.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
431+ 0.91% |
$11.5K - $14.7K
|
47.5K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
416+ 5.29% |
$11.1K - $14.2K
|
8.28K
$310K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
270+ 2.14% |
$7.2K - $9.23K
|
12.9K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
195+ 46.99% |
$5.2K - $6.67K
|
610
$22.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
185+ 1.9% |
$4.94K - $6.32K
|
9.9K
$371K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 7.19% |
$1.79K - $2.29K
|
999
$37.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
65+ 1.4% |
$1.73K - $2.22K
|
4.72K
$177K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-95- 0.73% |
$2.53K - $3.25K
|
12.9K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-130- 54.62% |
$3.47K - $4.44K
|
108
$4.05K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-197- 0.2% |
$5.26K - $6.73K
|
99.8K
$3.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-316- 4.08% |
$8.43K - $10.8K
|
7.43K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-317- 0.35% |
$8.46K - $10.8K
|
90K
$3.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-379- 2.62% |
$10.1K - $13K
|
14.1K
$528K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-388- 5.36% |
$10.4K - $13.3K
|
6.85K
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-600- 2.76% |
$16K - $20.5K
|
21.1K
$792K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-699- 5.95% |
$18.6K - $23.9K
|
11.1K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-812- 11.73% |
$21.7K - $27.8K
|
6.11K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-900- 2.55% |
$24K - $30.8K
|
34.4K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.16K- 3.59% |
$31K - $39.8K
|
31.3K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.4K- 32.48% |
$37.4K - $47.9K
|
2.91K
$109K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.47K- 6.54% |
$39.3K - $50.4K
|
21.1K
$789K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-1.78K- 0.54% |
$47.4K - $60.7K
|
324K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.85K- 19.99% |
$49.4K - $63.3K
|
7.42K
$278K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.15K- 2.64% |
$57.3K - $73.4K
|
79.2K
$2.97M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.66K- 11.74% |
$71K - $91K
|
20K
$749K
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.81K- 1.14% |
$75K - $96.1K
|
244K
$9.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.91K- 3.68% |
$77.7K - $99.5K
|
76.1K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.84K- 30.87% |
$102K - $131K
|
8.59K
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.45K- 4.27% |
$119K - $152K
|
99.6K
$3.73M
|