WCG Wealth Advisors’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

WCG Wealth Advisors’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	-178,161	Closed	-$7.28M	–	168
2023 Q1	$7.28M	Buy	178,161 +4,230	+2%	+$173K	0.93%	32
2022 Q4	$6.99M	Buy	173,931 +23,312	+15%	+$914K	0.96%	33
2022 Q3	$6.47M	Sell	150,619 -8,576	-5%	-$354K	0.86%	35
2022 Q2	$6.57M	Buy	+159,195	New	+$6.84M	0.91%	33

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

WCG Wealth Advisors's EMTL Position: Q2 2023 in Review

WCG Wealth Advisors sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q2 2023, closing a stake of 178,161 shares — an estimated $7.28M sold.

WCG Wealth Advisors first reported a position in EMTL in Q2 2022 and held it in 4 quarters. The position peaked at $7.28M in Q1 2023. 29 funds tracked by Wall St. Rank hold EMTL as of Q2 2023.

WCG Wealth Advisors reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q2 2023 after selling out during the quarter.
WCG Wealth Advisors sold 178,161 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q2 2023, an estimated $7.28M.
WCG Wealth Advisors first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q2 2022 and held it in 4 quarters.
WCG Wealth Advisors's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $7.28M in Q1 2023.
29 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q2 2023.

Based on WCG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.