DHJJ Financial Advisors, Ltd. XCEM — COLUMBIA ETF TR II

Ownership history in DHJJ Financial Advisors, Ltd.  ·  11 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported COLUMBIA ETF TR II (XCEM) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows XCEM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XCEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DHJJ Financial Advisors, Ltd.'s position in COLUMBIA ETF TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XCEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XCEM stock page DHJJ Financial Advisors, Ltd. fund profile DHJJ Financial Advisors, Ltd. full holdings
How DHJJ Financial Advisors, Ltd. held XCEM — position size vs. price
% of Fund (quarterly)    XCEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 34 — 0% 0.00% $1K 2026-04-09 $43.93
2025 Q4 UNCHANGED — — — 34 — 0% 0.00% $1K 2026-01-23 $41.50
2025 Q3 UNCHANGED — — — 34 — 0% 0.00% $1K 2025-10-20 $36.85
2025 Q2 UNCHANGED — — — 34 — 0% 0.00% $1K 2025-07-21 $33.59
2025 Q1 UNCHANGED — — — 34 — 0% 0.00% $1K 2025-04-18 $28.04
2024 Q4 UNCHANGED — — — 34 — 0% 0.00% $1K 2025-01-30 $29.18
2024 Q3 ADDED — — — 34 +6 +21.4% 0.00% $1K 2024-10-22 $30.53
2024 Q2 ADDED — — — 28 +3 +12.0% 0.00% $894 2024-07-12 $31.32
2024 Q1 ADDED — — — 25 +9 +56.2% 0.00% $778 2024-04-11 $29.51
2023 Q4 UNCHANGED — — — 16 — 0% 0.00% $485 2024-01-30 $27.77
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XCEM

As of 2026 Q1 — sorted by position size

Boulay Financial Advisors, LLC 12.05% Marotta Asset Management 3Y 6.61% Prism Advisors, Inc. 3Y 7Y 5.23% Flaharty Asset Management, LLC 3Y 7Y 3.84% Fortitude Financial, LLC 3.22% PLANNING ALTERNATIVES LTD /ADV 3Y 7Y 2.03% Highland Financial Advisors, LLC 3Y 1.9% Benchmark Financial Wealth Advisors, LLC 3Y 7Y 1.89% Richard P Slaughter Associates Inc 3Y 1.86% IFC & Insurance Marketing, Inc. 1.76%

FAQ About DHJJ Financial Advisors, Ltd. and XCEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has DHJJ Financial Advisors, Ltd. reported owning XCEM?

DHJJ Financial Advisors, Ltd. reported XCEM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XCEM position in DHJJ Financial Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for XCEM was 0.00% in 2026 Q1.

What is the latest reported XCEM position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 34 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this XCEM ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly XCEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DHJJ Financial Advisors, Ltd. time their XCEM position?

Based on 13F filing dates vs. subsequent XCEM price moves, DHJJ Financial Advisors, Ltd. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on XCEM relative to SPY over the holding period was +2.8%.

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