Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Columbia ETF Trust II - Columbia EM Core ex-China ETF includono Nelson Capital Management, LLC, Fortis Capital Advisors, LLC, Gts Securities Llc, RFG Advisory, LLC, Atomi Financial Group, Inc., WESCAP Management Group, Inc., Halbert Hargrove Global Advisors, Llc, Citigroup Inc, EverSource Wealth Advisors, LLC, Armstrong Advisory Group, Inc, Twin Peaks Wealth Advisors, LLC, Ameritas Advisory Services, LLC, e Activest Wealth Management .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 39.424 | 11,10 | 1.348 | 28,53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54.742 | 39,95 | 1.871 | 61,99 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 18.168 | 525,62 | 621 | 629,41 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 747.975 | 49,53 | 25.566 | 73,04 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 15.564 | 8,92 | 532 | 25,83 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.604.767 | 192,92 | 54.851 | 239,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 37.554 | 4,49 | 1.315 | 21,09 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7.942 | 10,97 | 271 | 28,44 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 12.893 | 2,14 | 441 | 18,28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.817.275 | 1,62 | 96.294 | 17,61 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 375.720 | 6,74 | 12.842 | 23,53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 123.498 | 0,49 | 4.221 | 16,31 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 190.789 | 5,06 | 6.521 | 21,59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12.908 | 13,02 | 441 | 30,86 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 306.581 | 1,31 | 10.479 | 17,24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.320 | 45 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 19.738 | 3,44 | 675 | 19,72 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30.484 | 28,80 | 1.042 | 48,93 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 649.375 | 1,18 | 22.196 | 17,09 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 45.048 | 1.540 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 90.278 | 3,41 | 3.086 | 19,67 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 47.542 | 0,91 | 2 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 66.318 | 22,31 | 2.267 | 41,54 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 20.294 | 22,50 | 694 | 41,72 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 45.048 | 1.540 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.623 | 57 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 174.300 | 1,92 | 5.958 | 17,94 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2.542 | 87 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 165.093 | 3,04 | 5.643 | 19,23 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 145.076 | 4.959 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 9.093 | 23,09 | 311 | 42,20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 186.594 | 5,28 | 6.378 | 21,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8.715 | 22,09 | 298 | 40,76 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1.337 | 46 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 126.097 | 17,66 | 4.310 | 36,18 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.319.497 | 52,29 | 45 | 80,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 162.735 | 7,90 | 5.562 | 24,88 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 789.437 | 1,22 | 26.983 | 17,13 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 191.962 | 2,93 | 6.561 | 19,12 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16.185 | 553 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 5.136 | 176 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8.801 | 301 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 7.947 | 272 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 105.190 | 0,68 | 3.595 | 16,53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4.753 | 162 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 58.138 | 4,15 | 1.987 | 20,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 43.625 | 7,13 | 1.491 | 24,04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 55.107 | 23,70 | 1.884 | 43,19 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 168.346 | 47,99 | 5.754 | 71,30 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15.685 | 536 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 233.358 | 112,56 | 7.976 | 146,02 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 4.724 | 1,40 | 161 | 17,52 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 876.654 | 0,98 | 29.964 | 5,66 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 19.303 | 14,03 | 660 | 32,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 610 | 46,99 | 21 | 66,67 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6.414 | 219 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 165.093 | 3,04 | 5.643 | 19,23 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 123.229 | 2,12 | 4.212 | 18,15 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 8.278 | 5,29 | 283 | 21,55 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 55.478 | 19,14 | 1.896 | 37,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 999 | 7,19 | 34 | 25,93 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3.783 | 129 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 127.507 | 2,78 | 4.358 | 18,94 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6.475 | 16,14 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18.510 | 21,33 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 291.840 | 468,84 | 9.975 | 557,98 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 90.514 | 2,87 | 3.094 | 19,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 95.127 | 172,95 | 3.251 | 215,94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 177.693 | 32,79 | 6.074 | 53,67 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 943.777 | 83,45 | 32.258 | 112,31 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 28.898 | 8,05 | 988 | 25,10 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 451.576 | 8,92 | 15.435 | 26,04 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 25.685 | 53,60 | 878 | 77,89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.904 | 1,90 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 80.028 | 3,04 | 2.735 | 19,28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 116.885 | 586,87 | 3.995 | 694,23 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 98.857 | 3,02 | 3.379 | 19,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 34.455 | 127,98 | 1.178 | 163,90 |
