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U.S. Capital Wealth Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

U.S. Capital 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
2026
Q1 		$1.06M Sell
26,073
-421
-2% -$17.7K 0.03% 495
2025
Q4 		$1.02M Sell
26,494
-2,570
-9% -$97.3K 0.03% 482
2025
Q3 		$1.06M Sell
29,064
-42,365
-59% -$1.48M 0.03% 458
2025
Q2 		$2.44M Sell
71,429
-36,100
-34% -$1.13M 0.07% 264
2025
Q1 		$3.18M Buy
107,529
+11,650
+12% +$350K 0.1% 215
2024
Q4 		$2.84M Buy
95,879
+5,002
+6% +$158K 0.09% 232
2024
Q3 		$2.97M Sell
90,877
-2,360
-3% -$76.3K 0.1% 185
2024
Q2 		$2.98M Buy
93,237
+32,278
+53% +$1M 0.11% 173
2024
Q1 		$1.9M Buy
60,959
+35,381
+138% +$1.07M 0.07% 245
2023
Q4 		$774K Buy
+25,578
New +$720K 0.03% 376

Other funds holding XCEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWAM
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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return