Highland Financial Advisors, LLC Columbia ETF Tr Ii Transaction History

Highland Financial Advisors, LLC

$346 Million
Q3 2025

A detailed history of Highland Financial Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 162,962 shares of XCEM stock, worth $6.23 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

162,962

Previous 154,485 5.49%

Holding current value

$6.23 Million

Previous $5.28 Million 12.12%

% of portfolio

1.71%

Previous 1.71%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$33.85 - $36.86 $286,946 - $312,462	8,477 Added 5.49%	162,962 $5.92 Million
Q2 2025 Jul 15, 2025	SELL	$26.68 - $34.18 $175,447 - $224,767	-6,576 Reduced 4.08%	154,485 $5.28 Million
Q1 2025 Apr 08, 2025	BUY	$29.18 - $30.72 $266,034 - $280,074	9,117 Added 6.0%	161,061 $4.77 Million
Q4 2024 Jan 30, 2025	BUY	$29.6 - $32.67 $285,462 - $315,069	9,644 Added 6.78%	151,944 $4.5 Million
Q3 2024 Oct 30, 2024	BUY	$30.17 - $33.79 $151,061 - $169,186	5,007 Added 3.65%	142,300 $4.65 Million

Q2 2024 Jul 17, 2024	BUY	$29.7 - $31.92 $536,886 - $577,017	18,077 Added 15.16%	137,293 $4.38 Million
Q1 2024 May 06, 2024	BUY	$28.71 - $31.12 $371,593 - $402,786	12,943 Added 12.18%	119,216 $3.71 Million
Q4 2023 Jan 18, 2024	BUY	$26.18 - $30.31 $2.78 Million - $3.22 Million	106,273 New	106,273 $3.22 Million

Others Institutions Holding XCEM

# of Institutions

180

Shares Held

28.7M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

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Highland Financial Advisors, LLC Columbia ETF Tr Ii Transaction History