CWM
COLO

Copia Wealth Management’s Global X MSCI Colombia ETF COLO Stock Holding History

Copia Wealth Management’s Portfolio COLO Stock Details COLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-44
Closed -$1.21K – 481
2025
Q1 		$1.21K Buy
+44
New +$1.15K ﹤0.01% 396

Other funds holding COLO

MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $397M AUM 18.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Copia Wealth Management's COLO Position: Q2 2025 in Review

Copia Wealth Management sold out of Global X MSCI Colombia ETF (COLO) in Q2 2025, closing a stake of 44 shares — an estimated $1.21K sold.

Copia Wealth Management first reported a position in COLO in Q1 2025 and held it in 1 quarter. The position peaked at $1.21K in Q1 2025. 34 funds tracked by Wall St. Rank hold COLO as of Q2 2025.

  • Copia Wealth Management reported no remaining Global X MSCI Colombia ETF position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 44 Global X MSCI Colombia ETF shares in Q2 2025, an estimated $1.21K.
  • Copia Wealth Management first reported a position in Global X MSCI Colombia ETF in Q1 2025 and held it in 1 quarter.
  • Copia Wealth Management's Global X MSCI Colombia ETF position peaked at $1.21K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Global X MSCI Colombia ETF as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.