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EP Wealth Advisors’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

EP Wealth Advisors’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 		$3.98M Buy
+93,572
New +$4.04M 0.02% 348

Other funds holding EMTL

Bank of New York Mellon
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
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
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
Bank of America
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
NA
Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EP Wealth Advisors's EMTL Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q1 2026: 93,572 shares worth $3.98M. The stake represents 0.02% of the portfolio and ranks #348 among its holdings.

48 funds tracked by Wall St. Rank hold EMTL as of Q1 2026.

  • EP Wealth Advisors held 93,572 shares of State Street DoubleLine Emerging Markets Fixed Income ETF worth $3.98M as of Q1 2026.
  • State Street DoubleLine Emerging Markets Fixed Income ETF was a new EP Wealth Advisors position in Q1 2026.
  • State Street DoubleLine Emerging Markets Fixed Income ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #348 holding.
  • 48 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.