Fortitude Financial’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Fortitude Financial’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	$7.16M	Sell	135,401 -13,935	-9%	-$681K	6.43%	6
2026 Q1	$6.09M	Buy	149,336 +33,210	+29%	+$1.39M	3.22%	7
2025 Q4	$4.45M	Buy	116,126 +32,021	+38%	+$1.21M	3.78%	6
2025 Q3	$3.06M	Buy	+84,105	New	+$2.94M	2.51%	8

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 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

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

WPW

Watershed Private Wealth Oak Brook, Illinois $355M AUM 22.87% 1-Year Est. Return

Fortitude Financial's XCEM Position: Q2 2026 in Review

Fortitude Financial reduced its Columbia EM Core ex-China ETF (XCEM) stake by 9.3% in Q2 2026, selling an estimated $681K and leaving 135,401 shares worth $7.16M. The position accounts for 6.43% of the portfolio, ranked #6.

Fortitude Financial first reported a position in XCEM in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Fortitude Financial held 135,401 shares of Columbia EM Core ex-China ETF worth $7.16M as of Q2 2026.
Fortitude Financial sold 13,935 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $681K.
Columbia EM Core ex-China ETF made up 6.43% of Fortitude Financial's portfolio in Q2 2026, its #6 holding.
Fortitude Financial first reported a position in Columbia EM Core ex-China ETF in Q3 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.