BAM
EMTL

Belpointe Asset Management’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Belpointe Asset Management’s Portfolio EMTL Stock Details EMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-936
Closed -$38.2K – 1372
2023
Q1 		$38.2K Buy
936
+3
+0.3% +$123 ﹤0.01% 1872
2022
Q4 		$37.5K Buy
+933
New +$36.6K ﹤0.01% 1784

Other funds holding EMTL

JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Belpointe Asset Management's EMTL Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q2 2023, closing a stake of 936 shares — an estimated $38.2K sold.

Belpointe Asset Management first reported a position in EMTL in Q4 2022 and held it in 2 quarters. The position peaked at $38.2K in Q1 2023. 29 funds tracked by Wall St. Rank hold EMTL as of Q2 2023.

  • Belpointe Asset Management reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 936 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q2 2023, an estimated $38.2K.
  • Belpointe Asset Management first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $38.2K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.