CA
EDF

CoreCap Advisors’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

CoreCap Advisors’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$450K Buy
80,716
+55,777
+224% +$295K 0.01% 575
2026
Q1 		$119K Buy
24,939
+10,000
+67% +$50.3K ﹤0.01% 973
2025
Q4 		$74.2K Hold
14,939
– – ﹤0.01% 1153
2025
Q3 		$75.4K Hold
14,939
– – ﹤0.01% 1150
2025
Q2 		$75.4K Hold
14,939
– – ﹤0.01% 1079
2025
Q1 		$75.6K Sell
14,939
-4,943
-25% -$25.2K ﹤0.01% 1006
2024
Q4 		$93.4K Hold
19,882
– – ﹤0.01% 950
2024
Q3 		$104K Hold
19,882
– – ﹤0.01% 894
2024
Q2 		$105K Hold
19,882
– – 0.01% 487
2024
Q1 		$108K Hold
19,882
– – 0.01% 813
2023
Q4 		$85.7K Buy
+19,882
New +$81.9K 0.01% 587
2022
Q4 		$57.5K Hold
13,810
– – ﹤0.01% 943
2022
Q3 		$51K Sell
13,810
-1,175
-8% -$5.23K ﹤0.01% 535
2022
Q2 		$66K Sell
14,985
-1,785
-11% -$9.76K 0.01% 846
2022
Q1 		$110K Buy
16,770
+6,600
+65% +$41.5K 0.01% 532
2021
Q4 		$68K Buy
+10,170
New +$71.8K ﹤0.01% 893

Other funds holding EDF

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
MAG
M3 Advisory Group Needham Heights, Massachusetts $193M AUM 33.74% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CoreCap Advisors's EDF Position: Q2 2026 in Review

CoreCap Advisors increased its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 224% in Q2 2026, buying an estimated $295K and bringing the position to 80,716 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #575.

CoreCap Advisors first reported a position in EDF in Q4 2021 and has held it in 16 quarters since. 12 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

  • CoreCap Advisors held 80,716 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $450K as of Q2 2026.
  • CoreCap Advisors bought 55,777 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2026, an estimated $295K.
  • Virtus Stone Harbor Emerging Markets Income Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #575 holding.
  • CoreCap Advisors first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2021 and has held it in 16 quarters since.
  • 12 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.