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 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-5.94K- 0.68% |
$173K - $182K
|
868K
$27.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.33K- 10.98% |
$185K - $194K
|
51.3K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.42K- 11.74% |
$217K - $228K
|
55.8K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-7.45K- 7.81% |
$217K - $229K
|
88K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.34K- 3.9% |
$243K - $256K
|
205K
$6.58M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.48K- 5.58% |
$277K - $291K
|
160K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9.48K- 5.58% |
$277K - $291K
|
160K
$5.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.75K- 2.02% |
$285K - $300K
|
472K
$15.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-10.2K- 37.21% |
$298K - $313K
|
17.2K
$552K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 74.51% |
$310K - $327K
|
3.64K
$117K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 8.2% |
$345K - $363K
|
132K
$4.25M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16.7K- 17.01% |
$487K - $512K
|
81.4K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.7K- 55.01% |
$544K - $573K
|
15.3K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19.5K- 17.77% |
$569K - $599K
|
90.3K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-19.7K- 17.14% |
$575K - $606K
|
95.3K
$3.06M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-19.7K- 17.14% |
$575K - $606K
|
95.3K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.7K- 12.13% |
$662K - $697K
|
164K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.9K- 14.52% |
$726K - $764K
|
146K
$4.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-27.2K- 45.63% |
$794K - $836K
|
32.4K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.8K- 74.12% |
$812K - $855K
|
9.72K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-41.4K- 27.39% |
$1.21M - $1.27M
|
110K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.3K- 82.37% |
$1.26M - $1.33M
|
9.27K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-44.1K- 23.56% |
$1.29M - $1.36M
|
143K
$4.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-47.1K- 22.07% |
$1.38M - $1.45M
|
166K
$5.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-48K- 23.37% |
$1.4M - $1.47M
|
157K
$5.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-50.6K- 62.09% |
$1.48M - $1.55M
|
30.9K
$991K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-57.7K- 36.58% |
$1.68M - $1.77M
|
100K
$3.21M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-59K- 18.99% |
$1.72M - $1.81M
|
252K
$8.07M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-66.7K- 11.59% |
$1.95M - $2.05M
|
509K
$16.3M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-68.1K- 8.79% |
$1.99M - $2.09M
|
706K
$22.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-72.9K- 62.73% |
$2.13M - $2.24M
|
43.3K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-83.6K- 92.03% |
$2.44M - $2.57M
|
7.23K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-92.4K- 14.43% |
$2.7M - $2.84M
|
548K
$17.6M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-132K- 29.6% |
$3.85M - $4.05M
|
314K
$10.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-140K- 95.22% |
$4.09M - $4.3M
|
7.03K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-151K- 77.23% |
$4.41M - $4.64M
|
44.6K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-217K- 5.8% |
$6.34M - $6.67M
|
3.53M
$113M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-222K- 30.69% |
$6.46M - $6.81M
|
500K
$16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-243K- 16.34% |
$7.09M - $7.46M
|
1.24M
$39.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-321K- 94.31% |
$9.38M - $9.87M
|
19.4K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-404K- 86.86% |
$11.8M - $12.4M
|
61.1K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-451K- 71.3% |
$13.2M - $13.9M
|
182K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.19M- 29.97% |
$34.6M - $36.4M
|
2.77M
$88.9M
|