Optivise Advisory Services’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History

Optivise Advisory Services’s Portfolio HYEM Stock Details HYEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-36,312	Closed	-$728K	–	211
2025 Q3	$728K	Sell	36,312 -2,822	-7%	-$56.3K	0.43%	57
2025 Q2	$776K	Buy	+39,134	New	+$760K	0.4%	65
2024 Q4	–	Sell	-69,221	Closed	-$1.38M	–	185
2024 Q3	$1.38M	Buy	69,221 +3,027	+5%	+$58.9K	0.72%	36
2024 Q2	$1.27M	Buy	+66,194	New	+$1.26M	0.68%	39

Other funds holding HYEM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Optivise Advisory Services's HYEM Position: Q4 2025 in Review

Optivise Advisory Services sold out of VanEck Emerging Markets High Yield Bond ETF (HYEM) in Q4 2025, closing a stake of 36,312 shares — an estimated $728K sold.

Optivise Advisory Services first reported a position in HYEM in Q2 2024 and held it in 4 quarters. The position peaked at $1.38M in Q3 2024. 89 funds tracked by Wall St. Rank hold HYEM as of Q4 2025.

Optivise Advisory Services reported no remaining VanEck Emerging Markets High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
Optivise Advisory Services sold 36,312 VanEck Emerging Markets High Yield Bond ETF shares in Q4 2025, an estimated $728K.
Optivise Advisory Services first reported a position in VanEck Emerging Markets High Yield Bond ETF in Q2 2024 and held it in 4 quarters.
Optivise Advisory Services's VanEck Emerging Markets High Yield Bond ETF position peaked at $1.38M in Q3 2024.
89 funds tracked by Wall St. Rank held VanEck Emerging Markets High Yield Bond ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.