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

Aveo Capital Partners’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
2025 Q1	–	Sell	-17,517	Closed	-$417K	–	219
2024 Q4	$417K	Buy	17,517 +109	+0.6%	+$2.65K	0.05%	233
2024 Q3	$437K	Buy	17,408 +965	+6%	+$23.6K	0.05%	221
2024 Q2	$392K	Buy	16,443 +676	+4%	+$16.1K	0.04%	226
2024 Q1	$377K	Buy	+15,767	New	+$378K	0.04%	261

Other funds holding EMHC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Aveo Capital Partners's EMHC Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) in Q1 2025, closing a stake of 17,517 shares — an estimated $417K sold.

Aveo Capital Partners first reported a position in EMHC in Q1 2024 and held it in 4 quarters. The position peaked at $437K in Q3 2024. 76 funds tracked by Wall St. Rank hold EMHC as of Q1 2025.

Aveo Capital Partners reported no remaining State Street SPDR Bloomberg Emerging Markets USD Bond ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 17,517 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2025, an estimated $417K.
Aveo Capital Partners first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q1 2024 and held it in 4 quarters.
Aveo Capital Partners's State Street SPDR Bloomberg Emerging Markets USD Bond ETF position peaked at $437K in Q3 2024.
76 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.