Avior Wealth Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Avior Wealth Management’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	$334K	Hold	6,499	–	–	0.01%	630
2026 Q2	$344K	Hold	6,499	–	–	0.01%	617
2026 Q1	$265K	Hold	6,499	–	–	0.01%	720
2025 Q4	$249K	Buy	6,499 +85	+1%	+$3.22K	0.01%	664
2025 Q3	$233K	Hold	6,414	–	–	0.01%	667
2025 Q2	$219K	Buy	+6,414	New	+$200K	0.01%	649
2025 Q1	–	Sell	-6,414	Closed	-$190K	–	2367
2024 Q4	$190K	Buy	6,414 +1,294	+25%	+$40.8K	0.01%	715
2024 Q3	$167K	Hold	5,120	–	–	0.01%	744
2024 Q2	$163K	Buy	+5,120	New	+$159K	0.01%	725

Other funds holding XCEM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avior Wealth Management's XCEM Position: Q3 2026 in Review

Avior Wealth Management held its Columbia EM Core ex-China ETF (XCEM) position steady in Q3 2026 at 6,499 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #630.

Avior Wealth Management first reported a position in XCEM in Q2 2024 and has held it in 9 quarters since. The position peaked at $344K in Q2 2026. 18 funds tracked by Wall St. Rank hold XCEM as of Q3 2026.

Avior Wealth Management held 6,499 shares of Columbia EM Core ex-China ETF worth $334K as of Q3 2026.
Avior Wealth Management left its Columbia EM Core ex-China ETF share count unchanged in Q3 2026.
Columbia EM Core ex-China ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #630 holding.
Avior Wealth Management first reported a position in Columbia EM Core ex-China ETF in Q2 2024 and has held it in 9 quarters since.
Avior Wealth Management's Columbia EM Core ex-China ETF position peaked at $344K in Q2 2026.
18 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.