Latest Institutional Purchases of Columbia ETF Tr Ii (XCEM)
This list provides information on the latest institutional transactions involving Columbia ETF Tr Ii (XCEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.04K+ 2.45% |
$137K - $149K
|
169K
$6.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.04K+ 2.45% |
$137K - $149K
|
169K
$6.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.46K+ 15.78% |
$117K - $127K
|
25.4K
$970K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.31K+ 3.65% |
$112K - $122K
|
93.8K
$3.59M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.2KNew |
$108K - $118K
|
3.2K
$122K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.78K+ 2.78% |
$94K - $102K
|
103K
$3.93M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.76KNew |
$93.5K - $102K
|
2.76K
$106K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.38K+ 29.89% |
$80.4K - $87.5K
|
10.3K
$395K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2K+ 1.15% |
$67.7K - $73.7K
|
176K
$6.75M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 3.6% |
$67.6K - $73.6K
|
57.5K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.84K+ 1.04% |
$62.4K - $68K
|
180K
$6.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.74K+ 1.03% |
$58.9K - $64.1K
|
170K
$6.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.43K+ 10.13% |
$48.3K - $52.6K
|
15.5K
$594K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.37K+ 3.14% |
$46.3K - $50.5K
|
45K
$1.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.35K+ 8.59% |
$45.6K - $49.7K
|
17K
$652K
|
|
|
Nov 12, 2025
Q3 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.24KNew |
$41.8K - $45.5K
|
1.24K
$47.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.04K+ 5.37% |
$35.1K - $38.2K
|
20.3K
$778K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.03K+ 7.99% |
$34.8K - $37.9K
|
13.9K
$532K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
970+ 1.27% |
$32.8K - $35.8K
|
77.1K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
693+ 2.7% |
$23.5K - $25.5K
|
26.4K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
601+ 60.16% |
$20.3K - $22.2K
|
1.6K
$61.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
600New |
$20.3K - $22.1K
|
600
$23K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
581+ 7.32% |
$19.7K - $21.4K
|
8.52K
$326K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
491+ 1.61% |
$16.6K - $18.1K
|
31K
$1.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
476+ 1.65% |
$16.1K - $17.5K
|
29.4K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
464+ 0.44% |
$15.7K - $17.1K
|
106K
$4.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
326+ 1.73% |
$11K - $12K
|
19.2K
$735K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
212+ 0.24% |
$7.18K - $7.81K
|
90.2K
$3.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
212New |
$7.18K - $7.81K
|
212
$8.11K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
168+ 0.37% |
$5.69K - $6.19K
|
45.2K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
168+ 0.37% |
$5.69K - $6.19K
|
45.2K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
65+ 0.5% |
$2.2K - $2.4K
|
13K
$496K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39+ 0.15% |
$1.32K - $1.44K
|
25.5K
$976K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.02% |
$169 - $184
|
21.2K
$809K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.8KNew |
$235K - $301K
|
8.8K
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5.14KNew |
$137K - $176K
|
5.14K
$197K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.75KNew |
$127K - $162K
|
4.75K
$182K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.94K+ 11.1% |
$105K - $135K
|
39.4K
$1.51M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.25K+ 21.33% |
$86.8K - $111K
|
18.5K
$708K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.62KNew |
$43.3K - $55.5K
|
1.62K
$62.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.49K+ 13.02% |
$39.7K - $50.8K
|
12.9K
$494K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$35.2K - $45.1K
|
1.32K
$50.5K
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
904+ 0.11% |
$24.1K - $30.9K
|
800K
$30.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
900+ 16.14% |
$24K - $30.8K
|
6.48K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
416+ 5.29% |
$11.1K - $14.2K
|
8.28K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
195+ 46.99% |
$5.2K - $6.67K
|
610
$23.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
77.2KNew |
$2.25M - $2.37M
|
77.2K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8KNew |
$344K - $363K
|
11.8K
$452K
|
|