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Columbia Tr I shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Columbia Tr I (INEQ) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Columbia Tr I

Tip: Access up to 7 years of quarterly data

All positions including Columbia Tr I held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Tr I by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $21k 553 38.53

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Top funds holding Columbia Tr I

Private Advisor
U.S. Capital Wealth Advisors
SRS Capital Advisors
LPL Financial
Cetera Investment Advisers
Retirement Planning Group
Financial Insights
Westside Investment Management
Flow Traders US
LaSalle St. Investment Advisors
Benjamin Edwards
Envestnet Asset Management
Harbour Investments
Commonwealth Equity Services
Pnc Financial Services

View all funds holding Columbia Tr I