REDMONT WEALTH ADVISORS LLC XCEM — COLUMBIA ETF TR II

Ownership history in REDMONT WEALTH ADVISORS LLC  ·  11 quarters on record

AI Ownership Summary

REDMONT WEALTH ADVISORS LLC reported COLUMBIA ETF TR II (XCEM) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.37% in 2024 Q1. The latest visible filing shows XCEM at 0.09% 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 REDMONT WEALTH ADVISORS LLC'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
2025 Q4

XCEM was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2024 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 2025 Q4

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 REDMONT WEALTH ADVISORS LLC fund profile REDMONT WEALTH ADVISORS LLC full holdings
How REDMONT WEALTH ADVISORS LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 92.2% +6.4% ❌ 1,495 -17,727 -92.2% 0.09% $57K 2026-02-14 (Est.) $44.04
2025 Q3 ADDED — — — 19,222 +326 +1.7% 0.96% $657K 2025-11-17 $36.56
2025 Q1 UNCHANGED — — — 18,896 — 0% 1.09% $558K 2025-04-28 $28.97
2024 Q4 ADDED — — — 18,896 +34 +0.2% 0.97% $559K 2025-01-17 $29.00
2024 Q3 UNCHANGED — — — 18,862 — 0% 0.95% $616K 2024-10-16 $30.66
2024 Q2 REDUCED 40.7% +2.4% ❌ 18,862 -12,926 -40.7% 0.95% $602K 2024-07-10 $31.23
2024 Q1 ADDED — — — 31,788 +11,819 +59.2% 1.37% $989K 2024-04-19 $27.96
2023 Q4 ADDED — — — 19,969 +931 +4.9% 0.88% $604K 2024-01-31 $27.56
3 older quarters 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 REDMONT WEALTH ADVISORS LLC and XCEM

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

How long has REDMONT WEALTH ADVISORS LLC reported owning XCEM?

REDMONT WEALTH ADVISORS LLC reported XCEM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XCEM position in REDMONT WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for XCEM was 1.37% in 2024 Q1.

What is the latest reported XCEM position on this page?

The most recent filing on this page is 2025 Q4, when REDMONT WEALTH ADVISORS LLC reported 1,495 shares, equal to 0.09% of portfolio, with an estimated market value of $57K.

What does the chart on this XCEM ownership page compare?

The chart compares REDMONT WEALTH ADVISORS LLC'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 REDMONT WEALTH ADVISORS LLC time their XCEM position?

Based on 13F filing dates vs. subsequent XCEM price moves, REDMONT WEALTH ADVISORS LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on XCEM relative to SPY over the holding period was +0.9%.

← Back to REDMONT WEALTH ADVISORS LLC Holdings