Columbia Advisory Partners LLC Incresed Positions 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
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
AAPL
Apple Inc.

Technology
274
+ 4.72%
$202.38 - $256.87 $55.5K - $70.4K
6.07K $1.55M
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
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
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.45%
$291.67 - $316.99 $1.17K - $1.27K
901 $273K
GBDC
Golub Capital Bdc, Inc.

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