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 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.96K+ 21.3% |
$115K - $122K
|
22.5K
$844K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.89K+ 34.7% |
$114K - $120K
|
15.1K
$566K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.71K+ 8.66% |
$108K - $114K
|
46.6K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.41K+ 16.84% |
$99.5K - $105K
|
23.7K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.08K+ 4.13% |
$89.9K - $94.6K
|
77.7K
$2.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.67K+ 22.99% |
$77.9K - $82.1K
|
14.3K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.44K+ 109.77% |
$71.1K - $74.9K
|
4.66K
$175K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.3K+ 378.42% |
$67K - $70.6K
|
2.9K
$109K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.25KNew |
$65.7K - $69.2K
|
2.25K
$84.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.23K+ 1.28% |
$64.9K - $68.4K
|
176K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.89K+ 5.04% |
$55.1K - $58K
|
39.4K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.82KNew |
$53K - $55.8K
|
1.82K
$68K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.69K+ 0.82% |
$49.4K - $52K
|
207K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.65K+ 4.22% |
$48.1K - $50.7K
|
40.7K
$1.53M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.5K+ 13.73% |
$43.8K - $46.1K
|
12.4K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
1.33K+ 2.91% |
$38.8K - $40.9K
|
47.1K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1K+ 21.86% |
$29.2K - $30.7K
|
5.58K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
950New |
$27.7K - $29.2K
|
950
$35.6K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
948+ 9.05% |
$27.7K - $29.1K
|
11.4K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
833+ 7.07% |
$24.3K - $25.6K
|
12.6K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
816+ 100.0% |
$23.8K - $25.1K
|
1.63K
$61.1K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
686+ 1.79% |
$20K - $21.1K
|
39.1K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
564New |
$16.5K - $17.3K
|
564
$21.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
553+ 7.69% |
$16.1K - $17K
|
7.75K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
340+ 0.06% |
$9.92K - $10.4K
|
611K
$22.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
304+ 48.41% |
$8.87K - $9.34K
|
932
$34.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
169New |
$4.93K - $5.19K
|
169
$6.33K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
65+ 0.5% |
$1.9K - $2K
|
13K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
53+ 0.28% |
$1.55K - $1.63K
|
19.1K
$715K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 0.01% |
$87.5 - $92.2
|
35.3K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-70- 1.6% |
$2.04K - $2.15K
|
4.31K
$162K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-92- 52.27% |
$2.68K - $2.83K
|
84
$3.15K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-112- 0.94% |
$3.27K - $3.44K
|
11.8K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-250- 0.7% |
$7.3K - $7.68K
|
35.5K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-307- 25.43% |
$8.96K - $9.43K
|
900
$33.7K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-333- 76.38% |
$9.72K - $10.2K
|
103
$3.86K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-424- 45.44% |
$12.4K - $13K
|
509
$19.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-486- 2.85% |
$14.2K - $14.9K
|
16.6K
$621K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-816- 50.0% |
$23.8K - $25.1K
|
816
$30.6K
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-819- 4.61% |
$23.9K - $25.2K
|
16.9K
$634K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.48K- 12.48% |
$43.2K - $45.5K
|
10.4K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.49K- 9.33% |
$43.4K - $45.7K
|
14.5K
$542K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.58K- 6.78% |
$46.1K - $48.5K
|
21.7K
$813K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.58K- 6.52% |
$46.1K - $48.6K
|
22.7K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 7.13% |
$48.7K - $51.3K
|
21.7K
$815K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 94.03% |
$57.5K - $60.5K
|
125
$4.68K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.25K- 17.58% |
$95K - $100K
|
15.3K
$571K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.36K- 1.74% |
$127K - $134K
|
247K
$9.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.82K- 1.57% |
$141K - $148K
|
303K
$11.3M
|