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Columbia Etf Tr Ii Em Core Ex etf shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Columbia Etf Tr Ii Em Core Ex etf (XCEM) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Columbia Etf Tr Ii Em Core Ex etf

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All positions including Columbia Etf Tr Ii Em Core Ex etf held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Etf Tr Ii Em Core Ex etf by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 154k 32.67
2024-06-30 $4.8M 149k 31.92
2024-03-31 $3.2M 104k 31.10
2023-12-31 $3.2M 106k 30.27

More positions owned by Cypress Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Cypress Wealth Services

Top funds holding Columbia Etf Tr Ii Em Core Ex etf

Morgan Stanley
Bank of America Corporation
LPL Financial
Marotta Asset Management
MA Private Wealth
Personal Resources Investment & Strategic Management
Jane Street
Richard P Slaughter Associates
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Hennion & Walsh Asset Management
ALPS Advisors
Partners Capital Investment Group
Raymond James Financial Services Advisors
Flaharty Asset Management

View all funds holding Columbia Etf Tr Ii Em Core Ex etf