Holdings
Columbia Advisory Partners LLC
As of Sep 30, 2026, Columbia Advisory Partners LLC reported 98 positions worth US$180M. Largest: WisdomTree U.S. Quality Growth Fund, WisdomTree US Quality Dividend Growth Fund and WisdomTree Floating Rate Treasury Fund. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| WisdomTree U.S. Quality Growth Fund | 416K | US$28.5M | new | Sep 30, 2026 |
| WisdomTree US Quality Dividend Growth Fund | 217K | US$21.1M | new | Sep 30, 2026 |
| WisdomTree Floating Rate Treasury Fund | 224K | US$11.3M | new | Sep 30, 2026 |
| JPMorgan U.S. Value Factor ETF US Value Factor Fund | 157K | US$9.08M | new | Sep 30, 2026 |
| Innovator Laddered Allocation Buffer ETF | 183K | US$7.38M | new | Sep 30, 2026 |
| WisdomTree US Value Fund | 64,186 | US$6.58M | new | Sep 30, 2026 |
| iShares MSCI USA Momentum Factor ETF | 15,079 | US$4.79M | new | Sep 30, 2026 |
| Invesco S&P MidCap Momentum ETF | 31,456 | US$4.62M | new | Sep 30, 2026 |
| WisdomTree US Smallcap Quality Dividend Growth Fund | 75,279 | US$4.21M | new | Sep 30, 2026 |
| Innovator Laddered Allocation Power Buffer ETF | 74,067 | US$3.99M | new | Sep 30, 2026 |