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Columbia Tr I shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Columbia Tr I (INEQ) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Columbia Tr I

Tip: Access up to 7 years of quarterly data

All positions including Columbia Tr I held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Tr I by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 50k 39.04

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding Columbia Tr I

Jane Street
Private Advisor
U.S. Capital Wealth Advisors
LPL Financial
Cetera Investment Advisers
Financial Insights
Retirement Planning Group
Benjamin Edwards
Westside Investment Management
Flow Traders US
Envestnet Asset Management
Harbour Investments
HBW Advisory Services
Commonwealth Equity Services
Susquehanna International

View all funds holding Columbia Tr I