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Concourse Financial Group Securities’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Concourse Financial Group Securities’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
2023
Q2 		– Sell
-2,633
Closed -$72.9K – 2465
2023
Q1 		$71.2K Buy
+2,633
New +$70.6K 0.01% 972

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Concourse Financial Group Securities's XCEM Position: Q2 2023 in Review

Concourse Financial Group Securities sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2023, closing a stake of 2,633 shares — an estimated $72.9K sold.

Concourse Financial Group Securities first reported a position in XCEM in Q1 2023 and held it in 1 quarter. The position peaked at $71.2K in Q1 2023. 66 funds tracked by Wall St. Rank hold XCEM as of Q2 2023.

  • Concourse Financial Group Securities reported no remaining Columbia EM Core ex-China ETF position as of Q2 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,633 Columbia EM Core ex-China ETF shares in Q2 2023, an estimated $72.9K.
  • Concourse Financial Group Securities first reported a position in Columbia EM Core ex-China ETF in Q1 2023 and held it in 1 quarter.
  • Concourse Financial Group Securities's Columbia EM Core ex-China ETF position peaked at $71.2K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2023.

Based on Concourse Financial Group Securities's 13F filing for Q2 2023, filed 10 Aug 2023.