Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Columbia ETF Trust II - Columbia EM Core ex-China ETF comprennent Nelson Capital Management, LLC, Fortis Capital Advisors, LLC, Gts Securities Llc, RFG Advisory, LLC, Atomi Financial Group, Inc., WESCAP Management Group, Inc., Halbert Hargrove Global Advisors, Llc, Citigroup Inc, EverSource Wealth Advisors, LLC, Armstrong Advisory Group, Inc, Twin Peaks Wealth Advisors, LLC, Ameritas Advisory Services, LLC, et Activest Wealth Management .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 39 424 | 11,10 | 1 348 | 28,53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54 742 | 39,95 | 1 871 | 61,99 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 18 168 | 525,62 | 621 | 629,41 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 747 975 | 49,53 | 25 566 | 73,04 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 15 564 | 8,92 | 532 | 25,83 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 604 767 | 192,92 | 54 851 | 239,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 37 554 | 4,49 | 1 315 | 21,09 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7 942 | 10,97 | 271 | 28,44 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 12 893 | 2,14 | 441 | 18,28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 817 275 | 1,62 | 96 294 | 17,61 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 375 720 | 6,74 | 12 842 | 23,53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 123 498 | 0,49 | 4 221 | 16,31 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 190 789 | 5,06 | 6 521 | 21,59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 908 | 13,02 | 441 | 30,86 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 306 581 | 1,31 | 10 479 | 17,24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 320 | 45 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 19 738 | 3,44 | 675 | 19,72 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30 484 | 28,80 | 1 042 | 48,93 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 649 375 | 1,18 | 22 196 | 17,09 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 45 048 | 1 540 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 90 278 | 3,41 | 3 086 | 19,67 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 47 542 | 0,91 | 2 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 66 318 | 22,31 | 2 267 | 41,54 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 20 294 | 22,50 | 694 | 41,72 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 45 048 | 1 540 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 623 | 57 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 174 300 | 1,92 | 5 958 | 17,94 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 542 | 87 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 165 093 | 3,04 | 5 643 | 19,23 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 145 076 | 4 959 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 9 093 | 23,09 | 311 | 42,20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 186 594 | 5,28 | 6 378 | 21,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8 715 | 22,09 | 298 | 40,76 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1 337 | 46 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 126 097 | 17,66 | 4 310 | 36,18 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 319 497 | 52,29 | 45 | 80,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 162 735 | 7,90 | 5 562 | 24,88 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 789 437 | 1,22 | 26 983 | 17,13 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 191 962 | 2,93 | 6 561 | 19,12 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16 185 | 553 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 5 136 | 176 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 801 | 301 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 7 947 | 272 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 105 190 | 0,68 | 3 595 | 16,53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 753 | 162 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 58 138 | 4,15 | 1 987 | 20,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 43 625 | 7,13 | 1 491 | 24,04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 55 107 | 23,70 | 1 884 | 43,19 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 168 346 | 47,99 | 5 754 | 71,30 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15 685 | 536 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 233 358 | 112,56 | 7 976 | 146,02 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 4 724 | 1,40 | 161 | 17,52 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 876 654 | 0,98 | 29 964 | 5,66 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 19 303 | 14,03 | 660 | 32,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 610 | 46,99 | 21 | 66,67 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 414 | 219 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 165 093 | 3,04 | 5 643 | 19,23 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 123 229 | 2,12 | 4 212 | 18,15 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 8 278 | 5,29 | 283 | 21,55 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 55 478 | 19,14 | 1 896 | 37,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 999 | 7,19 | 34 | 25,93 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 783 | 129 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 127 507 | 2,78 | 4 358 | 18,94 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 6 475 | 16,14 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18 510 | 21,33 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 291 840 | 468,84 | 9 975 | 557,98 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 90 514 | 2,87 | 3 094 | 19,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 95 127 | 172,95 | 3 251 | 215,94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 177 693 | 32,79 | 6 074 | 53,67 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 943 777 | 83,45 | 32 258 | 112,31 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 28 898 | 8,05 | 988 | 25,10 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 451 576 | 8,92 | 15 435 | 26,04 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 25 685 | 53,60 | 878 | 77,89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 904 | 1,90 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 80 028 | 3,04 | 2 735 | 19,28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 116 885 | 586,87 | 3 995 | 694,23 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 98 857 | 3,02 | 3 379 | 19,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 34 455 | 127,98 | 1 178 | 163,90 |
