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Columbia Etf Tr I shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Columbia Etf Tr I (CRUX) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Columbia Etf Tr I

Tip: Access up to 7 years of quarterly data

All positions including Columbia Etf Tr I held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Etf Tr I by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $25k 835 29.98

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Top funds holding Columbia Etf Tr I

Ameriprise Financial
Bank of America Corporation
LPL Financial
Amplius Wealth Advisors
Sanctuary Advisors
Pine Valley Investments Ltd Liability
Wells Fargo & Company
Tassel Capital Management
J.w. Cole Advisors
Flynn Zito Capital Management
Jones Financial Companies, L.L
Oakmont Partners
Systelligence
Symphony Financial
Advisor Group Holdings

View all funds holding Columbia Etf Tr I