Capital Planning Advisors’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Capital Planning Advisors’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
2022 Q1	–	Sell	-5,606	Closed	-$274K	–	164
2021 Q4	$274K	Hold	5,606	–	–	0.05%	134
2021 Q3	$282K	Sell	5,606 -1,048	-16%	-$53.4K	0.06%	122
2021 Q2	$340K	Hold	6,654	–	–	0.07%	117
2021 Q1	$334K	Sell	6,654 -856	-11%	-$43.4K	0.07%	113
2020 Q4	$385K	Sell	7,510 -8,503	-53%	-$428K	0.09%	108
2020 Q3	$799K	Sell	16,013 -238	-1%	-$11.8K	0.22%	80
2020 Q2	$798K	Buy	16,251 +84	+0.5%	+$3.97K	0.24%	71
2020 Q1	$735K	Sell	16,167 -1,000	-6%	-$50.5K	0.27%	68
2019 Q4	$879K	Sell	17,167 -155	-0.9%	-$7.88K	0.23%	74
2019 Q3	$878K	Hold	17,322	–	–	0.26%	68
2019 Q2	$887K	Buy	17,322 +522	+3%	+$26.1K	0.26%	69
2019 Q1	$835K	Buy	+16,800	New	+$821K	0.26%	73

Other funds holding EMTL

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Capital Planning Advisors's EMTL Position: Q1 2022 in Review

Capital Planning Advisors sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q1 2022, closing a stake of 5,606 shares — an estimated $274K sold.

Capital Planning Advisors first reported a position in EMTL in Q1 2019 and held it in 12 quarters. The position peaked at $887K in Q2 2019. 31 funds tracked by Wall St. Rank hold EMTL as of Q1 2022.

Capital Planning Advisors reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
Capital Planning Advisors sold 5,606 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q1 2022, an estimated $274K.
Capital Planning Advisors first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q1 2019 and held it in 12 quarters.
Capital Planning Advisors's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $887K in Q2 2019.
31 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q1 2022.

Based on Capital Planning Advisors's 13F filing for Q1 2022, filed 10 May 2022.