Purchases and Sales Made in Q4 2025 in Columbia ETF Tr Ii (XCEM)
This table provides information about the institutional ownership of Columbia ETF Tr Ii (XCEM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
97.5K+ 33.16% |
$3.51M - $3.8M
|
391K
$15M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
23.3K+ 2.63% |
$838K - $907K
|
909K
$34.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
8.84KNew |
$319K - $345K
|
8.84K
$338K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.59K+ 41.45% |
$238K - $257K
|
22.5K
$861K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.43KNew |
$196K - $212K
|
5.43K
$208K
|
|
|
Jan 23, 2026
Q4 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.85K+ 2.36% |
$139K - $150K
|
167K
$6.38M
|
|
|
Jan 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
2.95K+ 7.2% |
$106K - $115K
|
43.9K
$1.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.82K+ 29.2% |
$102K - $110K
|
12.5K
$478K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.66K+ 1.43% |
$95.9K - $104K
|
188K
$7.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
2.32K+ 8.58% |
$83.6K - $90.5K
|
29.4K
$1.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.31K+ 0.2% |
$47.2K - $51.1K
|
668K
$25.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.3K+ 2.96% |
$46.9K - $50.7K
|
45.3K
$1.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
569New |
$20.5K - $22.2K
|
569
$21.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
108New |
$3.89K - $4.21K
|
108
$4.13K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
85+ 1.33% |
$3.06K - $3.31K
|
6.5K
$249K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
51+ 1.1% |
$1.84K - $1.99K
|
4.68K
$179K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 3.14% |
$576 - $624
|
525
$20.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-399- 0.56% |
$14.4K - $15.6K
|
70.6K
$2.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-498- 6.02% |
$17.9K - $19.4K
|
7.78K
$298K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-857- 2.54% |
$30.9K - $33.4K
|
32.9K
$1.26M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.02K- 12.04% |
$36.9K - $39.9K
|
7.48K
$286K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 11.08% |
$61.4K - $66.4K
|
13.7K
$523K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.04K- 1.19% |
$73.3K - $79.3K
|
169K
$6.48M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.57K- 8.84% |
$92.6K - $100K
|
26.5K
$1.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.72K- 4.18% |
$134K - $145K
|
85.3K
$3.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.1K- 2.05% |
$148K - $160K
|
196K
$7.48M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.91K- 9.0% |
$177K - $192K
|
49.7K
$1.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-5.88K- 39.05% |
$212K - $229K
|
9.17K
$351K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.41K- 33.98% |
$339K - $367K
|
18.3K
$700K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-24.8K- 48.72% |
$894K - $968K
|
26.1K
$999K
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-25.2K- 4.76% |
$907K - $981K
|
503K
$19.3M
|
|