Carson Wealth (CWM LLC)’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$18.1K	Buy	424 +101	+31%	+$4.36K	﹤0.01%	4475
2025 Q4	$14K	Buy	323 +6	+2%	+$261	﹤0.01%	4366
2025 Q3	$14K	Sell	317 -278	-47%	-$12.1K	﹤0.01%	4302
2025 Q2	$26K	Buy	595 +286	+93%	+$12.2K	﹤0.01%	3732
2025 Q1	$13K	Buy	309 +2	+0.7%	+$85	﹤0.01%	3952
2024 Q4	$13K	Buy	307 +6	+2%	+$257	﹤0.01%	3706
2024 Q3	$13K	Buy	+301	New	+$12.9K	﹤0.01%	3618
2022 Q4	–	Sell	-9	Closed	–	–	4037
2022 Q3	$0	Hold	9	–	–	﹤0.01%	3977
2022 Q2	$0	Sell	9 -1,484	-99%	-$63.8K	﹤0.01%	3869
2022 Q1	$68K	Sell	1,493 -1,656	-53%	-$76.8K	﹤0.01%	1474
2021 Q4	$154K	Buy	+3,149	New	+$157K	﹤0.01%	1128

Other funds holding EMTL

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

PWPS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCFP

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EMTL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) stake by 31% in Q1 2026, buying an estimated $4.36K and bringing the position to 424 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4475.

Carson Wealth (CWM LLC) first reported a position in EMTL in Q4 2021 and has held it in 11 quarters since. The position peaked at $154K in Q4 2021. 48 funds tracked by Wall St. Rank hold EMTL as of Q1 2026.

Carson Wealth (CWM LLC) held 424 shares of State Street DoubleLine Emerging Markets Fixed Income ETF worth $18.1K as of Q1 2026.
Carson Wealth (CWM LLC) bought 101 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q1 2026, an estimated $4.36K.
State Street DoubleLine Emerging Markets Fixed Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4475 holding.
Carson Wealth (CWM LLC) first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q4 2021 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $154K in Q4 2021.
48 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.