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 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
$5.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
124K+ 112.56% |
$3.3M - $4.22M
|
233K
$8.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
99.9K+ 586.87% |
$2.66M - $3.41M
|
117K
$4.04M
|
|
|
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
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.19K+ 5.06% |
$245K - $314K
|
191K
$6.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
8.55K+ 0.98% |
$228K - $292K
|
877K
$30.3M
|
|
|
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
$6.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.14KNew |
$137K - $176K
|
5.14K
$178K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
3.44K+ 2.78% |
$91.9K - $118K
|
128K
$4.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.98K+ 3.41% |
$79.5K - $102K
|
90.3K
$3.12M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
2.9K+ 3.02% |
$77.3K - $99K
|
98.9K
$3.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.56K+ 2.12% |
$68.2K - $87.4K
|
123K
$4.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.54KNew |
$67.8K - $86.9K
|
2.54K
$87.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.15K+ 8.05% |
$57.4K - $73.6K
|
28.9K
$999K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.71K+ 23.09% |
$45.5K - $58.3K
|
9.09K
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$35.2K - $45.1K
|
1.32K
$45.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
416+ 5.29% |
$11.1K - $14.2K
|
8.28K
$286K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
270+ 2.14% |
$7.2K - $9.23K
|
12.9K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-95- 0.73% |
$2.53K - $3.25K
|
12.9K
$445K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-699- 5.95% |
$18.6K - $23.9K
|
11.1K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.16K- 3.59% |
$31K - $39.8K
|
31.3K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.91K- 3.68% |
$77.7K - $99.5K
|
76.1K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.84K- 30.87% |
$102K - $131K
|
8.59K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.3K- 20.39% |
$168K - $215K
|
24.6K
$850K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.58K- 4.08% |
$175K - $225K
|
154K
$5.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.58K- 15.21% |
$176K - $225K
|
36.7K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-7.35K- 12.03% |
$196K - $251K
|
53.7K
$1.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-9.07K- 52.7% |
$242K - $310K
|
8.14K
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-23.6K- 11.39% |
$629K - $805K
|
183K
$6.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-24K- 26.63% |
$641K - $821K
|
66.2K
$2.29M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-36.1K- 33.57% |
$963K - $1.23M
|
71.4K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-40.8K- 42.79% |
$1.09M - $1.39M
|
54.5K
$1.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-44.2K- 46.34% |
$1.18M - $1.51M
|
51.1K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67.8K- 24.85% |
$1.81M - $2.32M
|
205K
$7.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-77K- 48.94% |
$2.05M - $2.63M
|
80.4K
$2.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-88.9K- 79.85% |
$2.37M - $3.04M
|
22.4K
$775K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-94.7K- 92.08% |
$2.53M - $3.24M
|
8.15K
$282K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-131K- 18.53% |
$3.49M - $4.47M
|
575K
$19.9M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-132K- 92.43% |
$3.53M - $4.52M
|
10.8K
$375K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-241K- 30.31% |
$6.42M - $8.22M
|
553K
$19.1M
|