Nelson Capital Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Nelson Capital 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
2026 Q2	$9.86M	Buy	186,368 +4,760	+3%	+$233K	1.08%	20
2026 Q1	$7.41M	Buy	181,608 +21,715	+14%	+$911K	0.9%	22
2025 Q4	$6.13M	Buy	159,893 +9,553	+6%	+$362K	0.72%	25
2025 Q3	$5.46M	Buy	150,340 +5,264	+4%	+$184K	0.65%	28
2025 Q2	$4.96M	Buy	+145,076	New	+$4.53M	0.66%	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

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Nelson Capital Management's XCEM Position: Q2 2026 in Review

Nelson Capital Management increased its Columbia EM Core ex-China ETF (XCEM) stake by 2.6% in Q2 2026, buying an estimated $233K and bringing the position to 186,368 shares worth $9.86M. The position accounts for 1.08% of the portfolio, ranked #20.

Nelson Capital Management first reported a position in XCEM in Q2 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold XCEM as of Q2 2026.

Nelson Capital Management held 186,368 shares of Columbia EM Core ex-China ETF worth $9.86M as of Q2 2026.
Nelson Capital Management bought 4,760 Columbia EM Core ex-China ETF shares in Q2 2026, an estimated $233K.
Columbia EM Core ex-China ETF made up 1.08% of Nelson Capital Management's portfolio in Q2 2026, its #20 holding.
Nelson Capital Management first reported a position in Columbia EM Core ex-China ETF in Q2 2025 and has held it in 5 quarters since.
62 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.