Ellenbecker Investment Group’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Ellenbecker Investment Group’s Portfolio EMLC Stock Details EMLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-14,820	Closed	-$456K	–	62
2020 Q2	$456K	Sell	14,820 -1,880	-11%	-$55.9K	0.23%	33
2020 Q1	$475K	Buy	16,700 +589	+4%	+$19K	0.3%	26
2019 Q4	$548K	Buy	16,111 +2,271	+16%	+$76.1K	0.28%	27
2019 Q3	$457K	Buy	13,840 +1,085	+9%	+$36.7K	0.26%	30
2019 Q2	$443K	Buy	12,755 +3,765	+42%	+$126K	0.26%	32
2019 Q1	$300K	Buy	8,990 +2,020	+29%	+$68.6K	0.19%	45
2018 Q4	$230K	Buy	6,970 +454	+7%	+$14.8K	0.18%	48
2018 Q3	$214K	Buy	+6,516	New	+$217K	0.16%	48

Other funds holding EMLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return