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

Capital Investment 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 Q2	$2.56M	Buy	100,689 +3,931	+4%	+$99.3K	0.78%	30
2026 Q1	$2.4M	Buy	96,758 +7,416	+8%	+$188K	0.82%	27
2025 Q4	$2.27M	Buy	+89,342	New	+$2.28M	0.8%	28

Other funds holding EMHC

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

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

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return