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

Prospera Financial Services’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	$5.17M	Buy	97,722 +36,100	+59%	+$1.76M	0.08%	280
2026 Q1	$2.51M	Sell	61,622 -1,090	-2%	-$45.7K	0.04%	437
2025 Q4	$2.41M	Sell	62,712 -17,084	-21%	-$647K	0.04%	434
2025 Q3	$2.9M	Sell	79,796 -232	-0.3%	-$8.1K	0.05%	382
2025 Q2	$2.74M	Buy	80,028 +2,358	+3%	+$73.6K	0.05%	376
2025 Q1	$2.29M	Buy	77,670 +3,081	+4%	+$92.5K	0.05%	359
2024 Q4	$2.21M	Buy	74,589 +32,402	+77%	+$1.02M	0.05%	343
2024 Q3	$1.38M	Buy	42,187 +14,741	+54%	+$477K	0.04%	425
2024 Q2	$876K	Buy	27,446 +1,678	+7%	+$52.1K	0.02%	542
2024 Q1	$801K	Buy	+25,768	New	+$776K	0.02%	552

Other funds holding XCEM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

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

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM