Aspire Private Capital’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Aspire Private Capital’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	$5.65M	Buy	227,640 +8,411	+4%	+$213K	1.27%	19
2025 Q4	$5.58M	Buy	219,229 +3,049	+1%	+$77.7K	1.24%	21
2025 Q3	$5.45M	Buy	216,180 +3,147	+1%	+$78.2K	1.2%	23
2025 Q2	$5.24M	Buy	213,033 +5,045	+2%	+$121K	1.22%	21
2025 Q1	$5.03M	Buy	207,988 +90,116	+76%	+$2.18M	1.25%	18
2024 Q4	$2.8M	Buy	117,872 +3,798	+3%	+$92.5K	0.7%	36
2024 Q3	$2.86M	Buy	114,074 +91	+0.1%	+$2.23K	0.68%	34
2024 Q2	$2.72M	Buy	113,983 +3,433	+3%	+$81.8K	0.7%	33
2024 Q1	$2.67M	Buy	110,550 +99,099	+865%	+$2.37M	0.7%	32
2023 Q4	$279K	Buy	+11,451	New	+$264K	0.08%	126

Other funds holding EMHC

LPL Financial San Diego, California $376B 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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return