WAP
EMTL

Wealthcare Advisory Partners’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Wealthcare Advisory 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
2023
Q3 		– Sell
-21,282
Closed -$871K – 709
2023
Q2 		$871K Buy
21,282
+4,995
+31% +$204K 0.04% 315
2023
Q1 		$666K Buy
+16,287
New +$667K 0.03% 379

Other funds holding EMTL

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $194M AUM 12.17% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthcare Advisory Partners's EMTL Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q3 2023, closing a stake of 21,282 shares — an estimated $871K sold.

Wealthcare Advisory Partners first reported a position in EMTL in Q1 2023 and held it in 2 quarters. The position peaked at $871K in Q2 2023. 32 funds tracked by Wall St. Rank hold EMTL as of Q3 2023.

  • Wealthcare Advisory Partners reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 21,282 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q3 2023, an estimated $871K.
  • Wealthcare Advisory Partners first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q1 2023 and held it in 2 quarters.
  • Wealthcare Advisory Partners's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $871K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.