KWM
EMTL

Kingsview Wealth Management’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Kingsview Wealth Management’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
2023
Q4 		– Sell
-5,469
Closed -$219K – 963
2023
Q3 		$219K Buy
+5,469
New +$223K 0.01% 852

Other funds holding EMTL

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Kingsview Wealth Management's EMTL Position: Q4 2023 in Review

Kingsview Wealth Management sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q4 2023, closing a stake of 5,469 shares — an estimated $219K sold.

Kingsview Wealth Management first reported a position in EMTL in Q3 2023 and held it in 1 quarter. The position peaked at $219K in Q3 2023. 36 funds tracked by Wall St. Rank hold EMTL as of Q4 2023.

  • Kingsview Wealth Management reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,469 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q4 2023, an estimated $219K.
  • Kingsview Wealth Management first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q3 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $219K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.