CCA
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Column Capital Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Column Capital Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$75.5K Hold
1,264
– – 0.01% 262
2023
Q2 		$80K Hold
1,264
– – 0.01% 258
2023
Q1 		$76.6K Hold
1,264
– – 0.01% 262
2022
Q4 		$74.2K Hold
1,264
– – 0.01% 244
2022
Q3 		$68K Hold
1,264
– – 0.01% 235
2022
Q2 		$71K Hold
1,264
– – 0.01% 231
2022
Q1 		$85K Buy
+1,264
New +$84.1K 0.02% 222

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return