SFS
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Sowell Financial Services’s State Street SPDR Bloomberg Emerging Markets USD Bond ETF EMHC Stock Holding History

Sowell Financial Services’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
Q1 		$242K Buy
9,775
+1,846
+23% +$46.8K 0.01% 929
2025
Q4 		$202K Buy
+7,929
New +$202K 0.01% 1038

Other funds holding EMHC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sowell Financial Services's EMHC Position: Q1 2026 in Review

Sowell Financial Services increased its State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) stake by 23% in Q1 2026, buying an estimated $46.8K and bringing the position to 9,775 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #929.

Sowell Financial Services first reported a position in EMHC in Q4 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold EMHC as of Q1 2026.

  • Sowell Financial Services held 9,775 shares of State Street SPDR Bloomberg Emerging Markets USD Bond ETF worth $242K as of Q1 2026.
  • Sowell Financial Services bought 1,846 State Street SPDR Bloomberg Emerging Markets USD Bond ETF shares in Q1 2026, an estimated $46.8K.
  • State Street SPDR Bloomberg Emerging Markets USD Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #929 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets USD Bond ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.