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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2026
Q2 		$650K Sell
25,419
-123
-0.5% -$3.14K 0.18% 88
2026
Q1 		$641K Buy
25,542
+382
+2% +$9.91K 0.19% 82
2025
Q4 		$650K Sell
25,160
-424
-2% -$10.8K 0.19% 80
2025
Q3 		$653K Sell
25,584
-3,978
-13% -$101K 0.21% 76
2025
Q2 		$749K Sell
29,562
-671
-2% -$16.4K 0.25% 66
2025
Q1 		$721K Sell
30,233
-1,148
-4% -$27.2K 0.27% 61
2024
Q4 		$725K Sell
31,381
-1,182
-4% -$28.4K 0.29% 58
2024
Q3 		$827K Sell
32,563
-2,622
-7% -$64.5K 0.42% 32
2024
Q2 		$837K Buy
35,185
+962
+3% +$23.2K 0.48% 29
2024
Q1 		$839K Buy
34,223
+3,831
+13% +$95.2K 0.55% 32
2023
Q4 		$770K Sell
30,392
-259
-0.8% -$6.32K 0.49% 32
2023
Q3 		$732K Buy
30,651
+4,875
+19% +$122K 0.53% 30
2023
Q2 		$732K Sell
25,776
-1,907
-7% -$48.1K 0.54% 27
2023
Q1 		$699K Buy
27,683
+3,166
+13% +$78.6K 0.55% 27
2022
Q4 		$594K Buy
+24,517
New +$576K 0.51% 29

Other funds holding EMLC

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PR
Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EMLC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 0.48% in Q2 2026, selling an estimated $3.14K and leaving 25,419 shares worth $650K. The position accounts for 0.18% of the portfolio, ranked #88.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EMLC in Q4 2022 and has held it in 15 quarters since. The position peaked at $839K in Q1 2024. 200 funds tracked by Wall St. Rank hold EMLC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 25,419 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $650K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 123 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2026, an estimated $3.14K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.18% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #88 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VanEck JP Morgan EM Local Currency Bond ETF position peaked at $839K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.