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 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Amplius Wealth Advisors's XCEM Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Columbia EM Core ex-China ETF (XCEM) stake by 20% in Q2 2026, buying an estimated $119K and bringing the position to 14,362 shares worth $759K. The position accounts for 0.06% of the portfolio, ranked #91.

Amplius Wealth Advisors first reported a position in XCEM in Q4 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Amplius Wealth Advisors held 14,362 shares of Columbia EM Core ex-China ETF worth $759K as of Q2 2026.
Amplius Wealth Advisors bought 2,440 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $119K.
Columbia EM Core ex-China ETF made up 0.06% of Amplius Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Amplius Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2024 and has held it in 7 quarters since.
31 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.