Sigma Planning Corp’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Sigma Planning Corp’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 Q1	$1.67M	Buy	40,875 +2,656	+7%	+$111K	0.05%	388
2025 Q4	$1.47M	Buy	38,219 +7,244	+23%	+$274K	0.04%	403
2025 Q3	$1.13M	Buy	30,975 +491	+2%	+$17.1K	0.03%	483
2025 Q2	$1.04M	Buy	30,484 +6,816	+29%	+$213K	0.03%	486
2025 Q1	$699K	Buy	23,668 +3,411	+17%	+$102K	0.02%	605
2024 Q4	$600K	Sell	20,257 -1,819	-8%	-$57.4K	0.02%	662
2024 Q3	$721K	Sell	22,076 -22,187	-50%	-$718K	0.02%	605
2024 Q2	$1.41M	Buy	44,263 +6,160	+16%	+$191K	0.04%	373
2024 Q1	$1.19M	Buy	38,103 +17,767	+87%	+$535K	0.04%	454
2023 Q4	$616K	Sell	20,336 -14,141	-41%	-$398K	0.05%	392
2023 Q3	$945K	Buy	34,477 +1,137	+3%	+$32.4K	0.04%	481
2023 Q2	$954K	Buy	+33,340	New	+$923K	0.03%	470

Other funds holding XCEM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return