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Capital Performance Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Capital Performance 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 		$11M Sell
208,264
-4,782
-2% -$234K 0.71% 32
2026
Q1 		$8.69M Buy
213,046
+7,441
+4% +$312K 0.58% 37
2025
Q4 		$7.89M Buy
+205,605
New +$7.78M 0.56% 38

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Capital Performance Advisors's XCEM Position: Q2 2026 in Review

Capital Performance Advisors reduced its Columbia EM Core ex-China ETF (XCEM) stake by 2.2% in Q2 2026, selling an estimated $234K and leaving 208,264 shares worth $11M. The position accounts for 0.71% of the portfolio, ranked #32.

Capital Performance Advisors first reported a position in XCEM in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Capital Performance Advisors held 208,264 shares of Columbia EM Core ex-China ETF worth $11M as of Q2 2026.
  • Capital Performance Advisors sold 4,782 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $234K.
  • Columbia EM Core ex-China ETF made up 0.71% of Capital Performance Advisors's portfolio in Q2 2026, its #32 holding.
  • Capital Performance Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.