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Optimum Investment Advisors’s EMQQ The Emerging Markets Internet & Ecommerce ETF EMQQ Stock Holding History

Optimum Investment Advisors’s Portfolio EMQQ Stock Details EMQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18.6K Hold
400
– – 0.01% 447
2025
Q2 		$16.7K Hold
400
– – 0.01% 459
2025
Q1 		$15.3K Hold
400
– – 0.01% 472
2024
Q4 		$13.8K Hold
400
– – 0.01% 476
2024
Q3 		$15.7K Hold
400
– – 0.01% 482
2024
Q2 		$13.3K Hold
400
– – 0.01% 495
2024
Q1 		$12.5K Hold
400
– – 0.01% 499
2023
Q4 		$12.3K Sell
400
-183
-31% -$5.48K 0.01% 497
2023
Q3 		$17.1K Hold
583
– – 0.01% 488
2023
Q2 		$17.1K Hold
583
– – 0.01% 492
2023
Q1 		$18.7K Sell
583
-625
-52% -$20.2K 0.01% 486
2022
Q4 		$35.9K Sell
1,208
-135
-10% -$3.67K 0.02% 426
2022
Q3 		$36K Hold
1,343
– – 0.02% 430
2022
Q2 		$43K Sell
1,343
-1,050
-44% -$32.2K 0.02% 418
2022
Q1 		$78K Sell
2,393
-1,000
-29% -$37.2K 0.03% 352
2021
Q4 		$146K Sell
3,393
-100
-3% -$4.84K 0.06% 283
2021
Q3 		$173K Sell
3,493
-1,254
-26% -$67.3K 0.07% 241
2021
Q2 		$301K Sell
4,747
-17
-0.4% -$1.06K 0.09% 198
2021
Q1 		$304K Buy
4,764
+4,325
+985% +$304K 0.09% 207
2020
Q4 		$28K Hold
439
– – 0.01% 568
2020
Q3 		$23K Hold
439
– – 0.01% 580
2020
Q2 		$20K Hold
439
– – 0.01% 600
2020
Q1 		$14K Sell
439
-3,816
-90% -$134K 0.01% 638
2019
Q4 		$150K Sell
4,255
-260
-6% -$8.63K 0.04% 321
2019
Q3 		$141K Hold
4,515
– – 0.04% 314
2019
Q2 		$145K Buy
4,515
+2,585
+134% +$83.8K 0.05% 316
2019
Q1 		$64K Buy
+1,930
New +$59K 0.02% 459
2018
Q4 		– Sell
-2,920
Closed -$94K – 976
2018
Q3 		$94K Sell
2,920
-460
-14% -$15.7K 0.03% 409
2018
Q2 		$124K Buy
+3,380
New +$128K 0.04% 373

Other funds holding EMQQ

GSF
Grove Street Fiduciary Peterborough, New Hampshire $237M AUM 7.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Optimum Investment Advisors's EMQQ Position: Q3 2025 in Review

Optimum Investment Advisors held its EMQQ The Emerging Markets Internet & Ecommerce ETF (EMQQ) position steady in Q3 2025 at 400 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #447.

Optimum Investment Advisors first reported a position in EMQQ in Q2 2018 and has held it in 29 quarters since. The position peaked at $304K in Q1 2021. 95 funds tracked by Wall St. Rank hold EMQQ as of Q3 2025.

  • Optimum Investment Advisors held 400 shares of EMQQ The Emerging Markets Internet & Ecommerce ETF worth $18.6K as of Q3 2025.
  • Optimum Investment Advisors left its EMQQ The Emerging Markets Internet & Ecommerce ETF share count unchanged in Q3 2025.
  • EMQQ The Emerging Markets Internet & Ecommerce ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #447 holding.
  • Optimum Investment Advisors first reported a position in EMQQ The Emerging Markets Internet & Ecommerce ETF in Q2 2018 and has held it in 29 quarters since.
  • Optimum Investment Advisors's EMQQ The Emerging Markets Internet & Ecommerce ETF position peaked at $304K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held EMQQ The Emerging Markets Internet & Ecommerce ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.