XCEM — COLUMBIA ETF TR II

Ownership history in Focus Partners Advisor Solutions, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Focus Partners Advisor Solutions, LLC reported a position in COLUMBIA ETF TR II (XCEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 5,808 — — 0.00% $224K $35.12
% of Fund (quarterly)    XCEM price (monthly, adj. close)

Other funds also holding XCEM

As of 2025 Q4 — sorted by position size

Marotta Asset Management 3Y 6.46% Prism Advisors, Inc. 3Y 7Y 5.15% O'Brien Wealth Partners LLC 3Y 7Y 3.71% Flaharty Asset Management, LLC 3Y 7Y 3.7% Highland Financial Advisors, LLC 3Y 1.77% New England Capital Financial Advisors LLC 3Y 1.64% PLANNING ALTERNATIVES LTD /ADV 3Y 7Y 1.57% Richard P Slaughter Associates Inc 3Y 1.51% Total Clarity Wealth Management, Inc. 3Y 1.19% ARQ WEALTH ADVISORS, LLC 3Y 1.12%
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