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Financial Advocates Investment Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Financial Advocates Investment Management’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
2024
Q2 		– Sell
-137,134
Closed -$4.26M – 836
2024
Q1 		$4.26M Buy
+137,134
New +$4.13M 0.25% 97
2023
Q1 		– Sell
-24,462
Closed -$625K – 830
2022
Q4 		$625K Buy
+24,462
New +$623K 0.05% 403

Other funds holding XCEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Financial Advocates Investment Management's XCEM Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Columbia EM Core ex-China ETF (XCEM) in Q2 2024, closing a stake of 137,134 shares — an estimated $4.26M sold.

Financial Advocates Investment Management first reported a position in XCEM in Q4 2022 and held it in 2 quarters. The position peaked at $4.26M in Q1 2024. 143 funds tracked by Wall St. Rank hold XCEM as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Columbia EM Core ex-China ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 137,134 Columbia EM Core ex-China ETF shares in Q2 2024, an estimated $4.26M.
  • Financial Advocates Investment Management first reported a position in Columbia EM Core ex-China ETF in Q4 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Columbia EM Core ex-China ETF position peaked at $4.26M in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.