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Summit Wealth & Retirement Planning’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History

Summit Wealth & Retirement Planning’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
2023
Q2 		– Sell
-72,491
Closed -$1.34M – 76
2023
Q1 		$1.34M Sell
72,491
-31,903
-31% -$592K 0.5% 26
2022
Q4 		$1.9M Buy
104,394
+50,020
+92% +$867K 0.77% 24
2022
Q3 		$917K Sell
54,374
-400
-0.7% -$7.01K 0.37% 39
2022
Q2 		$974K Sell
54,774
-1,629
-3% -$31K 0.37% 39
2022
Q1 		$1.14M Sell
56,403
-2,235
-4% -$46.7K 0.4% 41
2021
Q4 		$1.31M Sell
58,638
-30,675
-34% -$693K 0.45% 34
2021
Q3 		$2.07M Sell
89,313
-6,586
-7% -$155K 0.76% 27
2021
Q2 		$2.29M Sell
95,899
-3,439
-3% -$81.7K 0.85% 27
2021
Q1 		$2.35M Buy
99,338
+8,658
+10% +$206K 0.87% 25
2020
Q4 		$2.17M Sell
90,680
-4,572
-5% -$106K 0.82% 27
2020
Q3 		$2.17M Buy
95,252
+882
+0.9% +$20.2K 0.93% 28
2020
Q2 		$2.1M Sell
94,370
-7,360
-7% -$155K 0.99% 26
2020
Q1 		$2.03M Buy
101,730
+2,995
+3% +$68.1K 1.09% 25
2019
Q4 		$2.34M Sell
98,735
-1,694
-2% -$39.7K 1.04% 20
2019
Q3 		$2.33M Buy
100,429
+14,000
+16% +$328K 1.41% 12
2019
Q2 		$2.06M Buy
86,429
+47,375
+121% +$1.11M 1.21% 17
2019
Q1 		$913K Hold
39,054
– – 0.54% 44
2018
Q4 		$874K Buy
+39,054
New +$881K 0.66% 37

Other funds holding HYEM

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Wavelength Capital Management Westport, Connecticut $85.9M AUM 1.63% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Summit Wealth & Retirement Planning's HYEM Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of VanEck Emerging Markets High Yield Bond ETF (HYEM) in Q2 2023, closing a stake of 72,491 shares — an estimated $1.34M sold.

Summit Wealth & Retirement Planning first reported a position in HYEM in Q4 2018 and held it in 18 quarters. The position peaked at $2.35M in Q1 2021. 84 funds tracked by Wall St. Rank hold HYEM as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining VanEck Emerging Markets High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 72,491 VanEck Emerging Markets High Yield Bond ETF shares in Q2 2023, an estimated $1.34M.
  • Summit Wealth & Retirement Planning first reported a position in VanEck Emerging Markets High Yield Bond ETF in Q4 2018 and held it in 18 quarters.
  • Summit Wealth & Retirement Planning's VanEck Emerging Markets High Yield Bond ETF position peaked at $2.35M in Q1 2021.
  • 84 funds tracked by Wall St. Rank held VanEck Emerging Markets High Yield Bond ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.