Purchases and Sales Made in Q2 2025 in Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS) during Q2 2025. The information is specifically focused on institutions that hold shares of COLUMBIA ETF TR I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.5K+ 125.26% |
$398K - $498K
|
24.4K
$986K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
11.9KNew |
$350K - $438K
|
11.9K
$482K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11K+ 6.16% |
$324K - $406K
|
190K
$7.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.9K+ 13.78% |
$321K - $401K
|
90.1K
$3.65M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
10.6KNew |
$310K - $388K
|
10.6K
$427K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.91K+ 2.64% |
$291K - $365K
|
386K
$15.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9.69K+ 32.34% |
$285K - $356K
|
39.7K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.27K+ 10.3% |
$273K - $341K
|
99.3K
$4.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.86KNew |
$260K - $326K
|
8.86K
$358K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.32K+ 14.49% |
$245K - $306K
|
65.7K
$2.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8.06K+ 3.67% |
$237K - $296K
|
228K
$9.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.82K+ 5.13% |
$230K - $288K
|
160K
$6.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.36K+ 63.55% |
$217K - $271K
|
19K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.06KNew |
$208K - $260K
|
7.06K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.72K+ 2.56% |
$197K - $247K
|
269K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
6.7KNew |
$197K - $246K
|
6.7K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.44K+ 12.59% |
$189K - $237K
|
57.6K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.36K+ 51.27% |
$187K - $234K
|
18.8K
$759K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.35K+ 6.41% |
$187K - $234K
|
106K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.91KNew |
$174K - $218K
|
5.91K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.87K+ 23.55% |
$173K - $216K
|
30.8K
$1.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.73K+ 85.52% |
$168K - $211K
|
12.4K
$503K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74K+ 8.08% |
$139K - $174K
|
63.5K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4.45K+ 444.7% |
$131K - $164K
|
5.45K
$220K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.37K+ 16.06% |
$128K - $161K
|
31.5K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
4.31K+ 22.94% |
$127K - $158K
|
23.1K
$934K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.2K+ 26.95% |
$123K - $155K
|
19.8K
$801K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
4.12K+ 38.6% |
$121K - $152K
|
14.8K
$599K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.02K+ 13.75% |
$118K - $148K
|
33.2K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.56K+ 3.26% |
$105K - $131K
|
113K
$4.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.48KNew |
$102K - $128K
|
3.48K
$141K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.46K+ 24.71% |
$102K - $127K
|
17.5K
$707K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.23K+ 3.02% |
$95K - $119K
|
110K
$4.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.18K+ 15.46% |
$93.6K - $117K
|
23.8K
$963K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.18K+ 9.89% |
$93.5K - $117K
|
35.3K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.82K+ 10.73% |
$82.9K - $104K
|
29.1K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.45K+ 13.53% |
$72.1K - $90.2K
|
20.6K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.45K+ 16.67% |
$72K - $90.1K
|
17.2K
$694K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.17K+ 2.77% |
$63.9K - $79.9K
|
80.6K
$3.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.94K+ 30.82% |
$57K - $71.3K
|
8.23K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.67K+ 2.85% |
$49.1K - $61.5K
|
60.3K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.59K+ 12.12% |
$46.7K - $58.4K
|
14.7K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.01K+ 2.56% |
$29.8K - $37.3K
|
40.6K
$1.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
951+ 13.12% |
$28K - $35K
|
8.2K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
936+ 1.37% |
$27.5K - $34.4K
|
69.1K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
670+ 0.12% |
$19.7K - $24.6K
|
556K
$22.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
666+ 10.64% |
$19.6K - $24.5K
|
6.93K
$280K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
544+ 38.39% |
$16K - $20K
|
1.96K
$79.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
117New |
$3.44K - $4.3K
|
117
$4.74K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 0.98% |
$2.94K - $3.68K
|
10.3K
$415K
|
|