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Stratos Wealth Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Stratos Wealth Advisors’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
2021
Q4 		– Sell
-62,195
Closed -$2M – 570
2021
Q3 		$2M Buy
+62,195
New +$2.05M 0.17% 162

Other funds holding XCEM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stratos Wealth Advisors's XCEM Position: Q4 2021 in Review

Stratos Wealth Advisors sold out of Columbia EM Core ex-China ETF (XCEM) in Q4 2021, closing a stake of 62,195 shares — an estimated $2M sold.

Stratos Wealth Advisors first reported a position in XCEM in Q3 2021 and held it in 1 quarter. The position peaked at $2M in Q3 2021. 23 funds tracked by Wall St. Rank hold XCEM as of Q4 2021.

  • Stratos Wealth Advisors reported no remaining Columbia EM Core ex-China ETF position as of Q4 2021 after selling out during the quarter.
  • Stratos Wealth Advisors sold 62,195 Columbia EM Core ex-China ETF shares in Q4 2021, an estimated $2M.
  • Stratos Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q3 2021 and held it in 1 quarter.
  • Stratos Wealth Advisors's Columbia EM Core ex-China ETF position peaked at $2M in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q4 2021.

Based on Stratos Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.