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XCEM icon

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
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

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
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Cypress Wealth Services's XCEM Position: Q2 2026 in Review

Cypress Wealth Services increased its Columbia EM Core ex-China ETF (XCEM) stake by 0.98% in Q2 2026, buying an estimated $7.92K and bringing the position to 16,758 shares worth $886K. The position accounts for 0.11% of the portfolio, ranked #147.

Cypress Wealth Services first reported a position in XCEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.2M in Q1 2025. 62 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Cypress Wealth Services held 16,758 shares of Columbia EM Core ex-China ETF worth $886K as of Q2 2026.
  • Cypress Wealth Services bought 162 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $7.92K.
  • Columbia EM Core ex-China ETF made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #147 holding.
  • Cypress Wealth Services first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 11 quarters since.
  • Cypress Wealth Services's Columbia EM Core ex-China ETF position peaked at $5.2M in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.