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Great Valley Advisor Group’s Global X Emerging Markets Bond ETF EMBD Stock Holding History

Great Valley Advisor Group’s Portfolio EMBD Stock Details EMBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,367
Closed -$255K – 757
2023
Q4 		$255K Buy
+11,367
New +$242K 0.01% 617
2023
Q3 		– Sell
-10,203
Closed -$223K – 690
2023
Q2 		$223K Buy
+10,203
New +$221K 0.01% 636

Other funds holding EMBD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Great Valley Advisor Group's EMBD Position: Q1 2024 in Review

Great Valley Advisor Group sold out of Global X Emerging Markets Bond ETF (EMBD) in Q1 2024, closing a stake of 11,367 shares — an estimated $255K sold.

Great Valley Advisor Group first reported a position in EMBD in Q2 2023 and held it in 2 quarters. The position peaked at $255K in Q4 2023. 23 funds tracked by Wall St. Rank hold EMBD as of Q1 2024.

  • Great Valley Advisor Group reported no remaining Global X Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 11,367 Global X Emerging Markets Bond ETF shares in Q1 2024, an estimated $255K.
  • Great Valley Advisor Group first reported a position in Global X Emerging Markets Bond ETF in Q2 2023 and held it in 2 quarters.
  • Great Valley Advisor Group's Global X Emerging Markets Bond ETF position peaked at $255K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Global X Emerging Markets Bond ETF as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.