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Gladstone Institutional Advisory’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Gladstone Institutional Advisory’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 		$997K Sell
18,845
-382
-2% -$18.7K 0.03% 414
2026
Q1 		$785K Sell
19,227
-109,075
-85% -$4.58M 0.03% 433
2025
Q4 		$4.92M Sell
128,302
-3,056
-2% -$116K 0.19% 119
2025
Q3 		$4.77M Buy
131,358
+5,261
+4% +$184K 0.18% 120
2025
Q2 		$4.31M Buy
126,097
+18,923
+18% +$591K 0.18% 133
2025
Q1 		$3.17M Buy
107,174
+11,591
+12% +$348K 0.15% 160
2024
Q4 		$2.83M Buy
95,583
+31,046
+48% +$980K 0.13% 174
2024
Q3 		$2.11M Buy
64,537
+11,104
+21% +$359K 0.1% 215
2024
Q2 		$1.71M Sell
53,433
-152
-0.3% -$4.71K 0.09% 237
2024
Q1 		$1.67M Buy
53,585
+640
+1% +$19.3K 0.09% 230
2023
Q4 		$1.6M Buy
52,945
+151
+0.3% +$4.25K 0.09% 221
2023
Q3 		$1.45M Buy
+52,794
New +$1.5M 0.09% 222

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Gladstone Institutional Advisory's XCEM Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Columbia EM Core ex-China ETF (XCEM) stake by 2% in Q2 2026, selling an estimated $18.7K and leaving 18,845 shares worth $997K. The position accounts for 0.03% of the portfolio, ranked #414.

Gladstone Institutional Advisory first reported a position in XCEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.92M in Q4 2025. 69 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

  • Gladstone Institutional Advisory held 18,845 shares of Columbia EM Core ex-China ETF worth $997K as of Q2 2026.
  • Gladstone Institutional Advisory sold 382 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $18.7K.
  • Columbia EM Core ex-China ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #414 holding.
  • Gladstone Institutional Advisory first reported a position in Columbia EM Core ex-China ETF in Q3 2023 and has held it in 12 quarters since.
  • Gladstone Institutional Advisory's Columbia EM Core ex-China ETF position peaked at $4.92M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.