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 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	–	2369
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

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

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

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

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

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

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

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

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

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return