PIA
EMBX

Perennial Investment Advisors’s VanEck Emerging Markets Bond ETF EMBX Stock Holding History

Perennial Investment Advisors’s Portfolio EMBX Stock Details EMBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.31M Sell
64,525
-44,776
-41% -$2.3M 0.22% 90
2026
Q1 		$5.48M Buy
109,301
+375
+0.3% +$19.2K 0.44% 48
2025
Q4 		$5.52M Buy
+108,926
New +$5.49M 0.44% 47

Other funds holding EMBX

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Perennial Investment Advisors's EMBX Position: Q2 2026 in Review

Perennial Investment Advisors reduced its VanEck Emerging Markets Bond ETF (EMBX) stake by 41% in Q2 2026, selling an estimated $2.3M and leaving 64,525 shares worth $3.31M. The position accounts for 0.22% of the portfolio, ranked #90.

Perennial Investment Advisors first reported a position in EMBX in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.52M in Q4 2025. 55 funds tracked by Wall St. Rank hold EMBX as of Q2 2026.

  • Perennial Investment Advisors held 64,525 shares of VanEck Emerging Markets Bond ETF worth $3.31M as of Q2 2026.
  • Perennial Investment Advisors sold 44,776 VanEck Emerging Markets Bond ETF shares in Q2 2026, an estimated $2.3M.
  • VanEck Emerging Markets Bond ETF made up 0.22% of Perennial Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • Perennial Investment Advisors first reported a position in VanEck Emerging Markets Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Perennial Investment Advisors's VanEck Emerging Markets Bond ETF position peaked at $5.52M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held VanEck Emerging Markets Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.