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Ratio Wealth Group’s Columbia Research Enhanced Real Estate ETF CRED Stock Holding History

Ratio Wealth Group’s Portfolio CRED Stock Details CRED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$20.6M Buy
+405,969
New +$8.47M 3.84% 8

Other funds holding CRED

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
AG
Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ratio Wealth Group's CRED Position: Q1 2024 in Review

Ratio Wealth Group opened a new position in Columbia Research Enhanced Real Estate ETF (CRED) in Q1 2024: 405,969 shares worth $20.6M. The stake represents 3.84% of the portfolio and ranks #8 among its holdings.

7 funds tracked by Wall St. Rank hold CRED as of Q1 2024.

  • Ratio Wealth Group held 405,969 shares of Columbia Research Enhanced Real Estate ETF worth $20.6M as of Q1 2024.
  • Columbia Research Enhanced Real Estate ETF was a new Ratio Wealth Group position in Q1 2024.
  • Columbia Research Enhanced Real Estate ETF made up 3.84% of Ratio Wealth Group's portfolio in Q1 2024, its #8 holding.
  • 7 funds tracked by Wall St. Rank held Columbia Research Enhanced Real Estate ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.