COLUMBIA ETF TR II's ticker is ECON and the CUSIP is 19762B509.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,042 | -3.1% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $21,704 | +1.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,494 | +3.9% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $20,696 | +3.5% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -9.1% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | -12.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $25,000 | +2400.0% | 1,050 | +1300.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | -50.0% | 75 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | +100.0% | 75 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | – | 75 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Parkside Investments, LLC | 229,430 | $5,993,000 | 3.73% |
| Fusion Family Wealth LLC | 324,391 | $8,473,000 | 2.90% |
| CEDAR HILL ASSOCIATES, LLC | 462,758 | $12,087,000 | 2.51% |
| HOWLAND CAPITAL MANAGEMENT LLC | 1,014,845 | $26,508,000 | 2.24% |
| NOTTINGHAM ADVISORS, INC. | 413,054 | $10,789,000 | 1.59% |
| One Capital Management, LLC | 174,647 | $4,562,000 | 1.34% |
| Omnia Family Wealth, LLC | 88,672 | $2,316,000 | 1.11% |
| FFT WEALTH MANAGEMENT LLC | 113,207 | $2,957,000 | 0.94% |
| FOSTER DYKEMA CABOT & CO INC/MA | 172,547 | $4,507,000 | 0.81% |
| Psagot Value Holdings Ltd. | 613,393 | $16,021,000 | 0.69% |