CWM
EMTL

Curi Wealth Management’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Curi Wealth 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
2022
Q1 		– Sell
-142
Closed -$6K – 553
2021
Q4 		$6K Buy
+142
New +$7.08K ﹤0.01% 357

Other funds holding EMTL

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of New York Mellon
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
CW
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
IA
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

Curi Wealth Management's EMTL Position: Q1 2022 in Review

Curi Wealth Management sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q1 2022, closing a stake of 142 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in EMTL in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 31 funds tracked by Wall St. Rank hold EMTL as of Q1 2022.

  • Curi Wealth Management reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 142 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q1 2022, an estimated $6K.
  • Curi Wealth Management first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q4 2021 and held it in 1 quarter.
  • Curi Wealth Management's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $6K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.