Cypress Wealth Services’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Cypress Wealth Services’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	$840K	Sell	15,856 -902	-5%	-$45.3K	0.1%	160
2026 Q2	$886K	Buy	16,758 +162	+1%	+$7.92K	0.11%	147
2026 Q1	$677K	Sell	16,596 -1,696	-9%	-$71.2K	0.1%	172
2025 Q4	$702K	Sell	18,292 -9,414	-34%	-$356K	0.1%	162
2025 Q3	$1.01M	Sell	27,706 -5,403	-16%	-$189K	0.16%	107
2025 Q2	$1.13M	Sell	33,109 -143,084	-81%	-$4.47M	0.2%	89
2025 Q1	$5.2M	Buy	176,193 +2,225	+1%	+$66.8K	1.06%	22
2024 Q4	$5.15M	Buy	173,968 +19,577	+13%	+$618K	1.03%	22
2024 Q3	$5.04M	Buy	154,391 +5,127	+3%	+$166K	1.04%	23
2024 Q2	$4.76M	Buy	149,264 +44,917	+43%	+$1.39M	1.06%	23
2024 Q1	$3.25M	Sell	104,347 -1,418	-1%	-$42.7K	0.76%	31
2023 Q4	$3.2M	Buy	+105,765	New	+$2.98M	0.8%	30

Other funds holding XCEM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return

Cypress Wealth Services's XCEM Position: Q3 2026 in Review

Cypress Wealth Services reduced its Columbia EM Core ex-China ETF (XCEM) stake by 5.4% in Q3 2026, selling an estimated $45.3K and leaving 15,856 shares worth $840K. The position accounts for 0.1% of the portfolio, ranked #160.

Cypress Wealth Services first reported a position in XCEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.2M in Q1 2025. 117 funds tracked by Wall St. Rank hold XCEM as of Q3 2026.

Cypress Wealth Services held 15,856 shares of Columbia EM Core ex-China ETF worth $840K as of Q3 2026.
Cypress Wealth Services sold 902 Columbia EM Core ex-China ETF shares in Q3 2026, an estimated $45.3K.
Columbia EM Core ex-China ETF made up 0.1% of Cypress Wealth Services's portfolio in Q3 2026, its #160 holding.
Cypress Wealth Services first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 12 quarters since.
Cypress Wealth Services's Columbia EM Core ex-China ETF position peaked at $5.2M in Q1 2025.
117 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.