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ALM First Financial Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

ALM First Financial Advisors’s Portfolio EMLC Stock Details EMLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.2M Buy
749,725
+173,090
+30% +$4.42M 3.23% 8
2026
Q1 		$14.5M Buy
576,635
+48,887
+9% +$1.27M 2.6% 13
2025
Q4 		$13.6M Hold
527,748
– – 2.7% 10
2025
Q3 		$13.5M Hold
527,748
– – 2.72% 10
2025
Q2 		$13.4M Hold
527,748
– – 2.89% 10
2025
Q1 		$12.6M Buy
527,748
+29,330
+6% +$695K 2.88% 10
2024
Q4 		$11.5M Buy
498,418
+87,624
+21% +$2.1M 2.72% 9
2024
Q3 		$10.4M Buy
+410,794
New +$10.1M 2.59% 11
2024
Q2 		– Sell
-385,000
Closed -$9.44M – 23
2024
Q1 		$9.44M Hold
385,000
– – 2.61% 8
2023
Q4 		$9.76M Hold
385,000
– – 2.85% 8
2023
Q3 		$9.19M Hold
385,000
– – 2.75% 8
2023
Q2 		$9.84M Hold
385,000
– – 2.89% 8
2023
Q1 		$9.72M Hold
385,000
– – 3.03% 8
2022
Q4 		$9.33M Buy
+385,000
New +$9.04M 2.98% 8

Other funds holding EMLC

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
JC
JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return