SFS
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Sowell Financial Services’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Sowell Financial Services’s Portfolio EMLC Stock Details EMLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-23,372
Closed -$736K – 1145
2021
Q1 		$736K Sell
23,372
-47,240
-67% -$1.52M 0.03% 504
2020
Q4 		$2.35M Sell
70,612
-7,085
-9% -$227K 0.1% 184
2020
Q3 		$2.4M Sell
77,697
-20,694
-21% -$647K 0.12% 153
2020
Q2 		$3.02M Sell
98,391
-131,919
-57% -$3.92M 0.17% 122
2020
Q1 		$6.56M Buy
230,310
+218,998
+1,936% +$7.05M 0.49% 42
2019
Q4 		$385K Buy
11,312
+11,308
+282,700% +$379K 0.03% 523
2019
Q3 		$0 Buy
+4
New +$135 ﹤0.01% 2405

Other funds holding EMLC

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return