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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

U.S. Capital Wealth Advisors's XCEM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Columbia EM Core ex-China ETF (XCEM) stake by 1.6% in Q1 2026, selling an estimated $17.7K and leaving 26,073 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #495.

U.S. Capital Wealth Advisors first reported a position in XCEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.18M in Q1 2025. 190 funds tracked by Wall St. Rank hold XCEM as of Q1 2026.

U.S. Capital Wealth Advisors held 26,073 shares of Columbia EM Core ex-China ETF worth $1.06M as of Q1 2026.
U.S. Capital Wealth Advisors sold 421 Columbia EM Core ex-China ETF shares in Q1 2026, an estimated $17.7K.
Columbia EM Core ex-China ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #495 holding.
U.S. Capital Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2023 and has held it in 10 quarters since.
U.S. Capital Wealth Advisors's Columbia EM Core ex-China ETF position peaked at $3.18M in Q1 2025.
190 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.