Purchases and Sales Made in Q3 2025 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
152K+ 26.58% |
$5.14M - $5.6M
|
723K
$27.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
84.1KNew |
$2.85M - $3.1M
|
84.1K
$3.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
41KNew |
$1.39M - $1.51M
|
41K
$1.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.2K+ 22.57% |
$819K - $891K
|
131K
$4.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.5K+ 2.7% |
$593K - $646K
|
667K
$25M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
9.26K+ 1.06% |
$313K - $341K
|
886K
$33.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
8.48K+ 5.49% |
$287K - $312K
|
163K
$6.1M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
6.7K+ 2.75% |
$227K - $247K
|
250K
$9.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
6.6KNew |
$223K - $243K
|
6.6K
$247K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
5.49K+ 11.54% |
$186K - $202K
|
53K
$1.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
4.68KNew |
$159K - $173K
|
4.68K
$175K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 14.14% |
$64.5K - $70.2K
|
15.4K
$576K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.74K+ 1.03% |
$58.9K - $64.1K
|
170K
$6.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.43K+ 10.13% |
$48.3K - $52.6K
|
15.5K
$581K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
970+ 1.27% |
$32.8K - $35.8K
|
77.1K
$2.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
600New |
$20.3K - $22.1K
|
600
$22.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
476+ 1.65% |
$16.1K - $17.5K
|
29.4K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
464+ 0.44% |
$15.7K - $17.1K
|
106K
$3.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
65+ 0.5% |
$2.2K - $2.4K
|
13K
$485K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2- 0.02% |
$67.7 - $73.7
|
8.59K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-50- 0.05% |
$1.69K - $1.84K
|
98.8K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-69- 0.28% |
$2.34K - $2.54K
|
24.5K
$919K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-110- 4.33% |
$3.72K - $4.05K
|
2.43K
$91.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-151- 1.85% |
$5.11K - $5.57K
|
8K
$300K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-355- 3.21% |
$12K - $13.1K
|
10.7K
$401K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-635- 1.85% |
$21.5K - $23.4K
|
33.7K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-686- 3.78% |
$23.2K - $25.3K
|
17.5K
$655K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-823- 12.02% |
$27.9K - $30.3K
|
6.02K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.27K- 1.41% |
$43.1K - $46.9K
|
89K
$3.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.24K- 27.46% |
$75.7K - $82.4K
|
5.91K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-2.81K- 5.22% |
$95K - $103K
|
50.9K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-4.21K- 13.47% |
$143K - $155K
|
27.1K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5.12K- 0.68% |
$173K - $189K
|
743K
$27.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.27K- 2.76% |
$178K - $194K
|
186K
$6.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.4K- 16.32% |
$183K - $199K
|
27.7K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.88K- 16.03% |
$199K - $217K
|
30.8K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-5.94K- 10.9% |
$201K - $219K
|
48.6K
$1.82M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.33K- 4.77% |
$214K - $233K
|
126K
$4.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.52K- 29.07% |
$221K - $240K
|
15.9K
$596K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-8.97K- 17.54% |
$304K - $331K
|
42.2K
$1.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9.37K- 11.66% |
$317K - $345K
|
71K
$2.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15.5K- 19.51% |
$523K - $570K
|
63.8K
$2.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.5K- 3.68% |
$560K - $609K
|
433K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-24.6K- 4.45% |
$832K - $906K
|
528K
$19.8M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-42.4K- 59.31% |
$1.43M - $1.56M
|
29.1K
$1.09M
|