SFC
EMTL

Swisher Financial Concepts’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Swisher Financial Concepts’s Portfolio EMTL Stock Details EMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,276
Closed -$516K – 90
2024
Q2 		$516K Buy
12,276
+1,020
+9% +$42.8K 0.52% 37
2024
Q1 		$472K Buy
11,256
+1,251
+13% +$52.5K 0.41% 39
2023
Q4 		$418K Buy
+10,005
New +$403K 0.4% 41

Other funds holding EMTL

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Swisher Financial Concepts's EMTL Position: Q3 2024 in Review

Swisher Financial Concepts sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q3 2024, closing a stake of 12,276 shares — an estimated $516K sold.

Swisher Financial Concepts first reported a position in EMTL in Q4 2023 and held it in 3 quarters. The position peaked at $516K in Q2 2024. 40 funds tracked by Wall St. Rank hold EMTL as of Q3 2024.

  • Swisher Financial Concepts reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 12,276 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q3 2024, an estimated $516K.
  • Swisher Financial Concepts first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q4 2023 and held it in 3 quarters.
  • Swisher Financial Concepts's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $516K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q3 2024.

Based on Swisher Financial Concepts's 13F filing for Q3 2024, filed 5 Nov 2024.