AWM
EMHC icon

AE Wealth Management’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

AE Wealth Management’s Portfolio EMHC Stock Details EMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Buy
46,780
+5,116
+12% +$130K 0.01% 800
2025
Q4 		$1.06M Buy
41,664
+1,631
+4% +$41.6K 0.01% 786
2025
Q3 		$1.01M Buy
40,033
+3,074
+8% +$76.4K 0.01% 751
2025
Q2 		$910K Sell
36,959
-568
-2% -$13.6K 0.01% 751
2025
Q1 		$907K Buy
37,527
+15,114
+67% +$365K 0.01% 731
2024
Q4 		$533K Buy
22,413
+3,750
+20% +$91.3K ﹤0.01% 888
2024
Q3 		$469K Buy
18,663
+955
+5% +$23.4K ﹤0.01% 903
2024
Q2 		$422K Buy
17,708
+1,467
+9% +$35K ﹤0.01% 930
2024
Q1 		$393K Sell
16,241
-98,133
-86% -$2.35M ﹤0.01% 883
2023
Q4 		$2.73M Buy
+114,374
New +$2.63M 0.01% 801

Other funds holding EMHC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return