Lockerman Financial Group’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Lockerman Financial Group’s Portfolio EMHC Stock Details EMHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$657K	Buy	25,833 +5,154	+25%	+$130K	1%	24
2026 Q1	$513K	Buy	20,679 +2,655	+15%	+$67.4K	0.92%	32
2025 Q4	$459K	Buy	18,024 +791	+5%	+$20.2K	0.88%	35
2025 Q3	$434K	Buy	17,233 +125	+0.7%	+$3.11K	0.55%	50
2025 Q2	$421K	Buy	17,108 +1,330	+8%	+$31.9K	0.57%	51
2025 Q1	$381K	Buy	+15,778	New	+$381K	0.58%	57

Other funds holding EMHC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Capital Investment Management Lees Summit, Missouri $326M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return