Amplius Wealth Advisors
XCEM icon

Amplius Wealth Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Amplius Wealth Advisors’s Portfolio XCEM Stock Details XCEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.06M Buy
20,709
+6,347
+44% +$319K 0.07% 79
2026
Q2 		$759K Buy
14,362
+2,440
+20% +$119K 0.06% 91
2026
Q1 		$487K Sell
11,922
-1,746
-13% -$73.3K 0.04% 107
2025
Q4 		$524K Sell
13,668
-1,703
-11% -$64.5K 0.04% 104
2025
Q3 		$558K Buy
15,371
+1,904
+14% +$66.5K 0.05% 98
2025
Q2 		$460K Sell
13,467
-9,723
-42% -$304K 0.04% 128
2025
Q1 		$685K Buy
23,190
+5,425
+31% +$163K 0.07% 93
2024
Q4 		$526K Buy
+17,765
New +$560K 0.05% 102

Other funds holding XCEM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Amplius Wealth Advisors's XCEM Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Columbia EM Core ex-China ETF (XCEM) stake by 44% in Q3 2026, buying an estimated $319K and bringing the position to 20,709 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #79.

Amplius Wealth Advisors first reported a position in XCEM in Q4 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold XCEM as of Q3 2026.

  • Amplius Wealth Advisors held 20,709 shares of Columbia EM Core ex-China ETF worth $1.06M as of Q3 2026.
  • Amplius Wealth Advisors bought 6,347 Columbia EM Core ex-China ETF shares in Q3 2026, an estimated $319K.
  • Columbia EM Core ex-China ETF made up 0.07% of Amplius Wealth Advisors's portfolio in Q3 2026, its #79 holding.
  • Amplius Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and has held it in 8 quarters since.
  • 101 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.