Purchases and Sales Made in Q4 2025 in Columbia ETF Tr I (RECS)
This table provides information about the institutional ownership of Columbia ETF Tr I (RECS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
160K+ 48.58% |
$6.31M - $6.62M
|
490K
$19.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
126K+ 16.49% |
$4.95M - $5.19M
|
888K
$35.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
84.2K+ 5.44% |
$3.32M - $3.48M
|
1.63M
$66.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
63.8K+ 2.98% |
$2.51M - $2.64M
|
2.2M
$89.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
63K+ 3.13% |
$2.48M - $2.61M
|
2.08M
$84M
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
49.5K+ 36.6% |
$1.95M - $2.05M
|
185K
$7.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
46.1KNew |
$1.82M - $1.9M
|
46.1K
$1.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
28.1K+ 31.31% |
$1.11M - $1.16M
|
118K
$4.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
27.4KNew |
$1.08M - $1.13M
|
27.4K
$1.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 1.56% |
$981K - $1.03M
|
1.62M
$65.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23.8KNew |
$936K - $981K
|
23.8K
$962K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
14.5KNew |
$572K - $600K
|
14.5K
$587K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
14.3K+ 8.82% |
$564K - $592K
|
177K
$7.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13.1K+ 27.67% |
$516K - $542K
|
60.5K
$2.45M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12.8KNew |
$504K - $529K
|
12.8K
$518K
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
11K+ 16.77% |
$433K - $454K
|
76.6K
$3.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.57K+ 5.54% |
$220K - $230K
|
106K
$4.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5.54KNew |
$218K - $229K
|
5.54K
$224K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
4.46K+ 2277.04% |
$176K - $184K
|
4.66K
$189K
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.44K+ 0.69% |
$136K - $142K
|
499K
$20.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.33K+ 11.81% |
$91.7K - $96.2K
|
22K
$892K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.08K+ 8.2% |
$82K - $86.1K
|
27.5K
$1.11M
|
|
|
Jan 26, 2026
Q4 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
1.52K+ 7.32% |
$59.8K - $62.7K
|
22.3K
$901K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.45KNew |
$57.2K - $60K
|
1.45K
$58.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.21KNew |
$47.8K - $50.1K
|
1.21K
$49.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.09K+ 73.4% |
$43.1K - $45.2K
|
2.58K
$105K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.03K+ 14.09% |
$40.7K - $42.7K
|
8.36K
$339K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
868+ 0.92% |
$34.2K - $35.9K
|
94.8K
$3.84M
|
|
|
Jan 27, 2026
Q4 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
593+ 8.71% |
$23.4K - $24.5K
|
7.4K
$300K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
295+ 4.2% |
$11.6K - $12.2K
|
7.32K
$296K
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
247+ 1.24% |
$9.73K - $10.2K
|
20.1K
$814K
|
|
|
Jan 26, 2026
Q4 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
150+ 0.36% |
$5.91K - $6.2K
|
42.1K
$1.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
150New |
$5.91K - $6.2K
|
150
$6.07K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
109+ 0.11% |
$4.29K - $4.5K
|
102K
$4.15M
|
|
|
Jan 28, 2026
Q4 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30New |
$1.18K - $1.24K
|
30
$1.21K
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-252- 1.75% |
$9.93K - $10.4K
|
14.1K
$572K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-554- 0.16% |
$21.8K - $22.9K
|
342K
$13.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.12K- 2.87% |
$43.9K - $46.1K
|
37.7K
$1.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.54K- 3.07% |
$99.9K - $105K
|
80K
$3.24M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.35K- 96.4% |
$132K - $138K
|
125
$5.06K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-3.46K- 0.79% |
$136K - $143K
|
433K
$17.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-39.7K- 11.53% |
$1.56M - $1.64M
|
304K
$12.3M
|
|