Syverson Strege & Co’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-398	Closed	-$16.3K	–	239
2023 Q1	$16.3K	Buy	398 +14	+4%	+$574	0.01%	206
2022 Q4	$15.4K	Sell	384 -90	-19%	-$3.53K	0.01%	184
2022 Q3	$18K	Sell	474 -4,658	-91%	-$192K	0.01%	163
2022 Q2	$212K	Sell	5,132 -7,996	-61%	-$344K	0.08%	67
2022 Q1	$599K	Buy	13,128 +66	+0.5%	+$3.06K	0.65%	31
2021 Q4	$638K	Buy	13,062 +177	+1%	+$8.82K	0.47%	35
2021 Q3	$648K	Buy	12,885 +89	+0.7%	+$4.54K	0.52%	33
2021 Q2	$653K	Sell	12,796 -21,487	-63%	-$1.09M	0.58%	30
2021 Q1	$1.72M	Sell	34,283 -3,756	-10%	-$191K	1.79%	9
2020 Q4	$1.95M	Buy	+38,039	New	+$1.92M	1.86%	9

Other funds holding EMTL

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

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

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

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Syverson Strege & Co's EMTL Position: Q2 2023 in Review

Syverson Strege & Co sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q2 2023, closing a stake of 398 shares — an estimated $16.3K sold.

Syverson Strege & Co first reported a position in EMTL in Q4 2020 and held it in 10 quarters. The position peaked at $1.95M in Q4 2020. 29 funds tracked by Wall St. Rank hold EMTL as of Q2 2023.

Syverson Strege & Co reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 398 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q2 2023, an estimated $16.3K.
Syverson Strege & Co first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $1.95M in Q4 2020.
29 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.