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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Columbia Advisory Partners

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Columbia Advisory Partners from 13F filings

Historical chart of Columbia Advisory Partners investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai held by Columbia Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw unconstrai by Columbia Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $690k 28k 24.60
2023-12-31 $298k 12k 24.74
2023-09-30 $202k 8.5k 23.90
2023-06-30 $204k 8.5k 24.17

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr Indl (XLI)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Amazon (AMZN)
Costco Wholesale Corporation (COST)

View all positions for Columbia Advisory Partners

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

UBS Group
Bank of America Corporation
Harbour Investments
Royal Bank of Canada
Tolleson Wealth Management
Commonwealth Equity Services
Larson Financial Group
Branch Banking & Trust Company
Wagner Wealth Management
Colony
Advisor Group Holdings
Apollon Wealth Management
Visionary Wealth Advisors
EdgeRock Capital
Great Point Wealth Advisors

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai