Endowment Wealth Management’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History

Endowment Wealth Management’s Portfolio HYEM Stock Details HYEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$274K	Buy	13,876 +308	+2%	+$6.17K	0.12%	117
2025 Q4	$270K	Buy	13,568 +404	+3%	+$8.05K	0.12%	114
2025 Q3	$264K	Buy	13,164 +2,561	+24%	+$51.1K	0.12%	126
2025 Q2	$210K	Buy	+10,603	New	+$206K	0.11%	139
2023 Q4	–	Sell	-10,998	Closed	-$196K	–	136
2023 Q3	$196K	Sell	10,998 -822	-7%	-$14.8K	0.18%	121
2023 Q2	$216K	Buy	11,820 +366	+3%	+$6.62K	0.2%	120
2023 Q1	$211K	Buy	+11,454	New	+$213K	0.21%	116
2022 Q4	–	Sell	-11,961	Closed	-$202K	–	134
2022 Q3	$202K	Buy	+11,961	New	+$210K	0.24%	105

Other funds holding HYEM

Bank of America

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

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return