Columbia Advisory Partners LLC Purchases in Q3 2025

Columbia Advisory Partners LLC

  • $122 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
41.6K
+ 121.82%
$33.86 - $35.74 $1.41M - $1.49M
75.8K $2.71M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
18.1K
+ 149.85%
$46.97 - $48.89 $852K - $887K
30.2K $1.48M
FTCS
First Trust Capital Strength E

ETFs
8.66K
New
$89.72 - $93.74 $777K - $812K
8.66K $810K
BALT
Innovator Etfs Tr
15.1K
New
$32.11 - $32.82 $485K - $495K
15.1K $495K
AVUV
American Centy ETF Tr Avantis

ETFs
4.91K
New
$90.37 - $102.12 $444K - $501K
4.91K $488K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
17.3K
+ 31.86%
$24.73 - $25.29 $427K - $437K
71.5K $1.8M
FPE
First Tr Pfd Secs & Income ETF

ETFs
22K
+ 69.43%
$17.81 - $18.39 $392K - $405K
53.8K $980K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
8.86K
+ 26.44%
$43.36 - $44.8 $384K - $397K
42.3K $1.88M
FVD
First Tr Value Line Divid Inde

ETFs
8.27K
+ 52.35%
$44.73 - $46.86 $370K - $388K
24.1K $1.11M
VBR
Vanguard Small Cap Value ETF

ETFs
1.95K
New
$195.41 - $212.37 $380K - $413K
1.95K $406K
TSLA
Tesla, Inc.

Consumer Cyclical
848
New
$293.94 - $444.72 $249K - $377K
848 $377K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.2K
New
$58.97 - $60.36 $366K - $374K
6.2K $372K
AAPL
Apple Inc.

Technology
274
+ 4.72%
$202.38 - $256.87 $55.5K - $70.4K
6.07K $1.55M
VO
Vanguard Mid Cap ETF

ETFs
1.09K
New
$279.83 - $293.74 $305K - $320K
1.09K $320K
FTGC
First Trust Global Tactical CO

ETFs
9.78K
+ 18.63%
$24.67 - $26.32 $241K - $257K
62.3K $1.61M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
758
+ 0.98%
$46.4 - $51.49 $35.2K - $39K
78.5K $3.92M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
45
+ 0.28%
$236.25 - $257.69 $10.6K - $11.6K
15.9K $4.08M
HYG
Ishares Tr

ETFs
3.08K
New
$79.85 - $81.32 $246K - $251K
3.08K $250K
VGLT
Vanguard Long Term Treasury Et

ETFs
4.37K
New
$54.21 - $57.41 $237K - $251K
4.37K $248K
STX
Seagate Technology Holdings PLC

Technology
1.01K
New
$142.01 - $236.06 $143K - $237K
1.01K $237K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.14K
New
$100.37 - $100.74 $215K - $216K
2.14K $215K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.52K
New
$132.9 - $142.03 $201K - $215K
1.52K $213K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.31K
New
$43.07 - $91.37 $99.6K - $211K
2.31K $211K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.2K
New
$16.46 - $17.1 $184K - $191K
11.2K $190K
RYLD
Global X Fds Russell 2000 Cove

ETFs
12.6K
New
$14.46 - $15.29 $183K - $193K
12.6K $190K
SBUX
Starbucks Corp

Consumer Cyclical
2.37K
+ 78.19%
$81.9 - $96.86 $194K - $230K
5.41K $457K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.73K
+ 23.26%
$55.61 - $57.37 $152K - $156K
14.5K $825K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.55K
+ 32.9%
$91.44 - $91.77 $142K - $142K
6.27K $574K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
727
+ 3.94%
$35.42 - $38.65 $25.8K - $28.1K
19.2K $728K
COIN
Coinbase Global, Inc.

Technology
218
+ 15.22%
$297.99 - $419.78 $65K - $91.5K
1.65K $556K
PFF
Ishares Trust Ishares Pfd And

ETFs
945
+ 10.86%
$30.67 - $32.13 $29K - $30.4K
9.64K $304K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
655
+ 8.91%
$50.53 - $50.82 $33.1K - $33.3K
8.01K $406K
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 2.38%
$620.67 - $670.08 $4.97K - $5.36K
344 $230K
FDL
First Tr Morningstar Dividend

ETFs
272
+ 4.77%
$41.96 - $44.59 $11.4K - $12.1K
5.98K $259K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.83K
+ 11.93%
$13.69 - $15.48 $25.1K - $28.3K
17.2K $235K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.45%
$291.67 - $316.99 $1.17K - $1.27K
901 $273K
FTSL
First Trust Senior Ln Fund

ETFs
244
+ 3.05%
$45.81 - $46.18 $11.2K - $11.3K
8.24K $377K
SFLR
Innovator Etfs Tr Equity Manag
23.7K
+ 139.41%
N/A
40.6K $0
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5
+ 0.17%
$86.07 - $90.74 $430 - $454
2.87K $257K
Activity Summary
Buys All Purchases 40 New Holdings 16 Increased Positions 24 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Columbia Advisory Partners LLC Portfolio

Follow Columbia Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Columbia Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Columbia Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email