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

Krilogy 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	$10.2M	Buy	192,940 +55,838	+41%	+$2.73M	0.3%	63
2026 Q1	$6.25M	Buy	137,102 +2,639	+2%	+$111K	0.2%	83
2025 Q4	$5.59M	Buy	134,463 +1,712	+1%	+$64.8K	0.19%	83
2025 Q3	$5.12M	Buy	132,751 +9,522	+8%	+$333K	0.19%	86
2025 Q2	$4.21M	Buy	123,229 +2,556	+2%	+$79.8K	0.24%	90
2025 Q1	$3.56M	Buy	120,673 +18,310	+18%	+$550K	0.23%	89
2024 Q4	$3.03M	Buy	102,363 +7,912	+8%	+$250K	0.2%	98
2024 Q3	$3.09M	Buy	94,451 +11,894	+14%	+$385K	0.21%	103
2024 Q2	$2.64M	Buy	82,557 +2,612	+3%	+$81K	0.19%	106
2024 Q1	$2.49M	Sell	79,945 -3,081	-4%	-$92.8K	0.19%	111
2023 Q4	$2.51M	Buy	83,026 +1,823	+2%	+$51.3K	0.21%	95
2023 Q3	$2.23M	Sell	81,203 -12,661	-13%	-$361K	0.2%	102
2023 Q2	$2.68M	Buy	93,864 +26,466	+39%	+$733K	0.24%	87
2023 Q1	$1.82M	Sell	67,398 -22,303	-25%	-$598K	0.15%	119
2022 Q4	$2.29M	Buy	+89,701	New	+$2.28M	0.22%	79

Other funds holding XCEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Krilogy Financial's XCEM Position: Q2 2026 in Review

Krilogy Financial increased its Columbia EM Core ex-China ETF (XCEM) stake by 41% in Q2 2026, buying an estimated $2.73M and bringing the position to 192,940 shares worth $10.2M. The position accounts for 0.3% of the portfolio, ranked #63.

Krilogy Financial first reported a position in XCEM in Q4 2022 and has held it in 15 quarters since. 204 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Krilogy Financial held 192,940 shares of Columbia EM Core ex-China ETF worth $10.2M as of Q2 2026.
Krilogy Financial bought 55,838 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $2.73M.
Columbia EM Core ex-China ETF made up 0.3% of Krilogy Financial's portfolio in Q2 2026, its #63 holding.
Krilogy Financial first reported a position in Columbia EM Core ex-China ETF in Q4 2022 and has held it in 15 quarters since.
204 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.