SFG Wealth Management, LLC. - COLUMBIA ETF TR II ownership

COLUMBIA ETF TR II's ticker is XCEM and the CUSIP is 19762B202. A total of 124 filers reported holding COLUMBIA ETF TR II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SFG Wealth Management, LLC. ownership history of COLUMBIA ETF TR II
ValueSharesWeighting
Q1 2024$238,775
+2.5%
7,677
-0.2%
0.14%
-8.4%
Q4 2023$232,855
+9.4%
7,692
-0.9%
0.16%
-8.3%
Q3 2023$212,9167,7650.17%
Other shareholders
COLUMBIA ETF TR II shareholders Q4 2023
NameSharesValueWeighting ↓
Prism Advisors, Inc. 765,407$24,431,7917.41%
Marotta Asset Management 783,934$25,023,1735.18%
Richard P Slaughter Associates Inc 645,806$20,614,1284.86%
PETRA FINANCIAL ADVISORS INC 166,867$5,326,3953.83%
MA Private Wealth 511,659$16,332,1553.23%
Buttonwood Financial Group, LLC 173,172$5,527,6483.15%
JANICZEK WEALTH MANAGEMENT, LLC 450,695$14,386,1853.02%
Flaharty Asset Management, LLC 501,681$16,013,6632.37%
ONE Advisory Partners, LLC 159,136$5,079,6152.34%
Fortress Wealth Management, Inc. 130,630$4,169,6992.13%
View complete list of COLUMBIA ETF TR II shareholders