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Columbia U.s. Equity Income Etf shares owned by GeoWealth Management

Quarter-by-quarter ownership of Columbia U.s. Equity Income Etf shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Columbia U.s. Equity Income Etf

Tip: Access up to 7 years of quarterly data

All positions including Columbia U.s. Equity Income Etf held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia U.s. Equity Income Etf by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 23k 43.97

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Columbia U.s. Equity Income Etf

LPL Financial
Sowell Financial Services
Goss Wealth Management
Raymond James Financial Services Advisors
Jane Street
Personal Resources Investment & Strategic Management
GeoWealth Management
Citadel Advisors
Redwood Financial Network Corp
Private Advisor
Jpmorgan Chase & Co
Hanson McClain Advisors
Parcion Private Wealth
Atria Investments
Maripau Wealth Management

View all funds holding Columbia U.s. Equity Income Etf