VPP
EMTL

Vertex Planning Partners’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Vertex Planning Partners’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
2025
Q1 		– Sell
-8,380
Closed -$353K – 183
2024
Q4 		$353K Buy
8,380
+141
+2% +$6.03K 0.08% 134
2024
Q3 		$358K Sell
8,239
-397
-5% -$17K 0.09% 113
2024
Q2 		$365K Buy
8,636
+2,717
+46% +$114K 0.09% 107
2024
Q1 		$250K Sell
5,919
-216
-4% -$9.06K 0.07% 138
2023
Q4 		$257K Buy
6,135
+775
+14% +$31.2K 0.08% 131
2023
Q3 		$215K Sell
5,360
-3
-0.1% -$122 0.07% 130
2023
Q2 		$219K Buy
5,363
+160
+3% +$6.54K 0.07% 127
2023
Q1 		$213K Buy
+5,203
New +$213K 0.08% 114

Other funds holding EMTL

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 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
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Vertex Planning Partners's EMTL Position: Q1 2025 in Review

Vertex Planning Partners sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q1 2025, closing a stake of 8,380 shares — an estimated $353K sold.

Vertex Planning Partners first reported a position in EMTL in Q1 2023 and held it in 8 quarters. The position peaked at $365K in Q2 2024. 48 funds tracked by Wall St. Rank hold EMTL as of Q1 2025.

  • Vertex Planning Partners reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 8,380 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q1 2025, an estimated $353K.
  • Vertex Planning Partners first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q1 2023 and held it in 8 quarters.
  • Vertex Planning Partners's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $365K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q1 2025.

Based on Vertex Planning Partners's 13F filing for Q1 2025, filed 14 May 2025.