Kestra Advisory Services’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Kestra Advisory Services’s Portfolio EDF Stock Details EDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$509K	Sell	91,185 -46,723	-34%	-$247K	﹤0.01%	2337
2026 Q1	$659K	Buy	137,908 +24,453	+22%	+$123K	﹤0.01%	2019
2025 Q4	$564K	Sell	113,455 -48,290	-30%	-$238K	﹤0.01%	2055
2025 Q3	$817K	Sell	161,745 -52,276	-24%	-$266K	﹤0.01%	1726
2025 Q2	$1.08M	Buy	214,021 +48,180	+29%	+$234K	0.01%	1427
2025 Q1	$839K	Sell	165,841 -55,716	-25%	-$284K	﹤0.01%	1489
2024 Q4	$1.04M	Buy	221,557 +44,033	+25%	+$220K	0.01%	1392
2024 Q3	$930K	Sell	177,524 -48,589	-21%	-$255K	0.01%	1370
2024 Q2	$1.19M	Sell	226,113 -21,682	-9%	-$117K	0.01%	1216
2024 Q1	$1.34M	Sell	247,795 -3,712	-1%	-$17.5K	0.01%	1062
2023 Q4	$1.08M	Buy	+251,507	New	+$1.04M	0.01%	1084

Other funds holding EDF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SFG

Stonebridge Financial Group San Rafael, California $722M AUM

Kestra Advisory Services's EDF Position: Q2 2026 in Review

Kestra Advisory Services reduced its Virtus Stone Harbor Emerging Markets Income Fund (EDF) stake by 34% in Q2 2026, selling an estimated $247K and leaving 91,185 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Kestra Advisory Services first reported a position in EDF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2024. 46 funds tracked by Wall St. Rank hold EDF as of Q2 2026.

Kestra Advisory Services held 91,185 shares of Virtus Stone Harbor Emerging Markets Income Fund worth $509K as of Q2 2026.
Kestra Advisory Services sold 46,723 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2026, an estimated $247K.
Virtus Stone Harbor Emerging Markets Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2337 holding.
Kestra Advisory Services first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q4 2023 and has held it in 11 quarters since.
Kestra Advisory Services's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $1.34M in Q1 2024.
46 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.