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Columbia Etf Tr I resh enhnc vlu shares owned by Mark Sheptoff Financial Planning

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

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

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All positions including Columbia Etf Tr I resh enhnc vlu 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 resh enhnc vlu by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 800 28.28

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Top funds holding Columbia Etf Tr I resh enhnc vlu

LPL Financial
Mml Investors Services
Raymond James Financial
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Goss Wealth Management
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Ruggaard & Associates
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Pensionmark Financial Group
Frederick Financial Consultants
Commonwealth Equity Services
Essex Financial Services
Janney Montgomery Scott
Susquehanna International
Citadel Advisors

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