Ownership history in Tower Wealth Partners, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which Tower Wealth Partners, Inc. reported a position in COLUMBIA ETF TR I (RECS). 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 Q4 | ADDED | 498,842 | +3,440 | +0.7% | 11.20% | $20.4M | $40.84 |
| 2025 Q3 | ADDED | 495,402 | +2,421 | +0.5% | 10.98% | $20.0M | $39.90 |
| 2025 Q2 | ADDED | 492,981 | +18,862 | +4.0% | 10.72% | $18.1M | $36.38 |
| 2025 Q1 | ADDED | 474,119 | +6,077 | +1.3% | 8.42% | $15.7M | $32.84 |
| 2024 Q4 | INITIATED | 468,042 | — | — | 8.48% | $16.2M | $34.23 |
As of 2025 Q4 — sorted by position size