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Columbia Tr I shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Columbia Tr I

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Columbia Tr I by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $28k 716 39.04

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
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First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Columbia Tr I

Jane Street
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U.S. Capital Wealth Advisors
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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