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Bogart Wealth LLC’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Bogart Wealth LLC’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
Q1 		$141K Hold
3,445
– – 0.01% 315
2025
Q4 		$132K Buy
3,445
+2,545
+283% +$96.3K 0.01% 309
2025
Q3 		$32.7K Hold
900
– – ﹤0.01% 547
2025
Q2 		$30.8K Hold
900
– – ﹤0.01% 543
2025
Q1 		$26.6K Sell
900
-307
-25% -$9.21K ﹤0.01% 522
2024
Q4 		$35.7K Sell
1,207
-1,033
-46% -$32.6K ﹤0.01% 475
2024
Q3 		$73.2K Sell
2,240
-1,118
-33% -$36.2K ﹤0.01% 342
2024
Q2 		$107K Sell
3,358
-804,666
-100% -$25M 0.01% 289
2024
Q1 		$25.1M Buy
808,024
+22,938
+3% +$691K 1.29% 17
2023
Q4 		$23.8M Buy
785,086
+97,751
+14% +$2.75M 1.34% 13
2023
Q3 		$18.8M Buy
+687,335
New +$19.6M 1.16% 18

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return