XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF - Proprietà istituzionale - Venditori

Columbia ETF Trust II - Columbia EM Core ex-China ETF
US ˙ ARCA ˙ US19762B2025

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2026-05-13 13F/A Jpmorgan Chase & Co 22.576 -27,47 885 -25,88
2026-04-23 13F Prism Advisors, Inc. 480.368 -4,56 19.604 1,53
2026-05-13 13F Principal Securities, Inc. 6.102 -5,88 249 0,40
2026-04-16 13F Telos Capital Management, Inc. 19.633 -6,08 801 0,00
2026-04-17 13F United Advisor Group, LLC 40.131 -2,30 1.638 3,94
2026-05-01 13F SoundView Advisors Inc. 56.983 -1,02 2 0,00
2026-04-27 13F Marotta Asset Management 872.063 -4,08 35.920 3,00
2026-05-15 13F Mission Wealth Management, Lp 6.690 -11,19 273 -5,21
2026-04-15 13F Snider Financial Group 8.470 -7,63 346 -1,71
2026-04-27 13F Truist Financial Corp 0 -100,00 0
2026-05-13 13F Syon Capital Llc 0 -100,00 0
2026-05-01 13F Arq Wealth Advisors, Llc 102.867 -4,66 4.198 1,45
2026-05-14 13F Rockefeller Capital Management L.P. 64.585 -10,82 2.636 -5,15
2026-05-15 13F AlphaCore Capital LLC 160.479 -5,13 6.549 0,94
2026-01-26 13F Northwest Capital Management Inc 5.165 -87,75 198 -87,08
2026-04-17 13F RFG Advisory, LLC 16.804 -6,81 686 -0,87
2026-02-11 13F Buckingham Strategic Partners 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 194.907 -1,02 7.954 5,31
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 5.391 -0,79 219 0,92
2026-05-18 13F Arkadios Wealth Advisors 18.808 -60,42 768 -57,90
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-04-20 13F Breakwater Capital Group 168.362 -0,56 6.871 5,79
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F/A Independent Financial Group, Llc 16.262 -0,29 664 6,08
2026-05-14 13F Gladstone Institutional Advisory LLC 19.227 -85,01 785 -84,07
2026-01-22 13F O'Brien Wealth Partners LLC 730.973 -1,60 28.040 3,90
2026-05-04 13F Mml Investors Services, Llc 6.177 -4,72 252 1,61
2026-05-04 13F LaFleur & Godfrey LLC 15.423 -1,53 629 4,83
2026-04-20 13F McKinley Carter Wealth Services, Inc. 194.705 -10,54 7.946 -4,83
2026-05-15 13F Cerity Partners LLC 165.514 -1,08 6.755 5,24
2026-04-28 13F Fortis Capital Advisors, LLC 43.296 -4,06 1.767 2,02
2026-01-06 13F Ehrlich Financial Group 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-14 13F Prospera Financial Services Inc 61.622 -1,74 2.515 4,53
2026-05-11 13F Penserra Capital Management LLC 368.349 -45,33 15 -40,00
2026-04-27 13F Exencial Wealth Advisors, Llc 57.318 -3,80 2.339 2,36
2026-05-14 13F Main Management LLC 60 -52,00 0
2026-04-17 13F CENTRAL TRUST Co 257.055 -2,74 10.490 3,48
2026-05-11 13F Aptus Capital Advisors, LLC 158.751 -5,67 6.479 0,36
2026-04-15 13F Merit Financial Group, LLC 24.614 -10,58 1.005 -4,83
2026-05-08 13F Alps Advisors Inc 0 -100,00 0
2026-05-08 13F McAdam, LLC 8.543 -0,27 349 6,10
2026-04-08 13F Miracle Mile Advisors, LLC 24.279 -0,98 991 5,32
2026-04-29 13F Financial Life Advisors 44.402 -15,14 1.812 -9,72
2026-04-13 13F Amplius Wealth Advisors, LLC 11.922 -12,77 487 -7,25
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-05-15 13F Larson Financial Group LLC 717 -8,43 29 -3,33
2026-05-13 13F Cetera Investment Advisers 136.652 -0,96 5.577 5,37
2026-05-14 13F Northern Trust Corp 7.031 -14,29 287 -8,92
2026-05-04 13F Bleakley Financial Group, LLC 162.089 -1,12 6.615 5,18
2026-01-29 13F Comerica Bank 1.931 -32,15 74 -28,16
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100,00 0
2026-04-14 13F BSW Wealth Partners 5.390 -30,72 220 -26,51
2026-04-28 13F Sheridan Capital Management, LLC 23.431 -46,68 946 -43,86
2026-05-07 13F Key Capital Management, INC 613 -1,13 25 8,70
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 26.073 -1,59 1.064 4,72
2026-05-15 13F Qube Research & Technologies Ltd 5.323 -27,67 217 -23,05
2026-04-30 13F Legacy Financial Advisors, Inc. 27.002 -18,92 1.102 -13,78
2026-05-12 13F Stifel Financial Corp 174.045 -4,31 7.103 1,79
2026-04-07 13F CoreCap Advisors, LLC 30.704 -6,60 1.253 -0,71
2026-02-06 13F Redmont Wealth Advisors Llc 1.495 -92,22 57 -91,83
2026-05-11 13F Savvy Advisors, Inc. 339.118 -13,35 13.839 -7,81
2026-04-10 13F Armstrong Advisory Group, Inc 0 -100,00 0
2026-05-12 13F Creative Planning 81.714 -7,26 3.335 -1,36
2026-04-15 13F Cypress Wealth Services, LLC 16.596 -9,27 677 -3,42
2026-05-05 13F D.a. Davidson & Co. 107.843 -14,51 4.401 -9,03
2026-05-15 13F Quadcap Wealth Management, LLC 58.074 -0,22 2.370 6,18
2026-05-14 13F Cwm, Llc 48.202 -1,12 1.967 196.600,00
2026-05-11 13F Brand Asset Management Group, Inc. 28.697 -8,76 1.171 -2,90
2026-05-15 13F Harbour Investments, Inc. 1.082 -32,71 44 -27,87
2026-05-15 13F Vertex Planning Partners, LLC 93.364 -8,57 3.810 -2,73
2026-01-26 13F CWC Advisors, LLC. 0 -100,00 0
2026-04-17 13F Watershed Private Wealth Llc 69.123 -2,07 2.821 4,17
2026-05-15 13F Mercer Global Advisors Inc /adv 321.002 -56,17 13.100 -53,37
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0 -100,00
2026-02-12 13F Commonwealth Equity Services, Llc 535.200 -26,00 20.530 78.861,54
2026-04-07 13F Farther Finance Advisors, LLC 19.885 -11,61 819 -4,99
2026-04-14 13F Wealthcare Advisory Partners LLC 194.729 -0,41 7.947 5,95
2026-04-28 13F Belpointe Asset Management LLC 43.296 -4,06 1.767 2,02
2026-04-07 13F Eastern Bank 18.427 -29,46 752 -24,95
2026-04-08 13F WealthCare Investment Partners, LLC 44.163 -11,08 1.821 -6,52
2026-02-20 13F Sunbelt Securities, Inc. 0 -100,00 0
2026-04-10 13F Pure Financial Advisors, Inc. 9.647 -10,70 394 -5,07
2026-05-01 13F Navigoe, LLC 4.209 -10,12 0
2026-04-13 13F ONE Advisory Partners, LLC 6.467 -13,57 264 -8,36
2026-05-04 13F Flaharty Asset Management, LLC 757.268 -1,97 30.904 4,30
2026-05-19 13F McIlrath & Eck, LLC 15.293 -1,51 624 4,87
2026-05-07 13F Koss-Olinger Consulting, LLC 14.247 -2,53 581 3,57
2026-01-26 13F Whittier Trust Co 0 -100,00 0
2026-04-24 13F Smithbridge Asset Management Inc/de 0 -100,00 0
2026-05-07 13F MA Private Wealth 164.640 -2,55 6.719 3,67
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 158.751 -5,69 6.479 0,34
2026-04-29 13F KERR FINANCIAL PLANNING Corp 3.341 -39,52 157 -28,96
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