Bell Investment Advisors, Inc EMCS DBX ETF TR

Ownership history in Bell Investment Advisors, Inc  ·  15 quarters on record

AI Ownership Summary

Bell Investment Advisors, Inc reported DBX ETF TR (EMCS) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows EMCS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bell Investment Advisors, Inc's position in DBX ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EMCS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bell Investment Advisors, Inc held EMCS — position size vs. price
% of Fund (quarterly)    EMCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 806 0% 0.00% $30K 2026-04-17 $41.66
2025 Q4 REDUCED 806 -3 -0.4% 0.00% $29K 2026-02-24 $41.26
2025 Q3 UNCHANGED 809 0% 0.00% $28K 2025-11-21 $33.77
2025 Q2 REDUCED 809 -24 -2.9% 0.00% $25K 2025-08-11 $30.96
2025 Q1 UNCHANGED 833 0% 0.00% $23K 2025-05-16 $29.35
2024 Q4 UNCHANGED 833 0% 0.00% $22K 2025-02-07 $26.89
2024 Q3 UNCHANGED 833 0% 0.00% $24K 2024-11-13 $25.98
2024 Q2 REDUCED 20.1% +10.3% 833 -210 -20.1% 0.00% $21K 2024-08-08 $25.17
2024 Q1 REDUCED 27.6% +6.3% 1,043 -398 -27.6% 0.00% $25K 2024-05-08 $24.63
2023 Q4 ADDED 1,441 +51 +3.7% 0.01% $34K 2024-02-14 $23.10
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bell Investment Advisors, Inc and EMCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bell Investment Advisors, Inc reported owning EMCS?

Bell Investment Advisors, Inc reported EMCS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EMCS position in Bell Investment Advisors, Inc's portfolio?

The largest reported portfolio weight for EMCS was 0.01% in 2023 Q4.

What is the latest reported EMCS position on this page?

The most recent filing on this page is 2026 Q1, when Bell Investment Advisors, Inc reported 806 shares, equal to 0.00% of portfolio, with an estimated market value of $30K.

What does the chart on this EMCS ownership page compare?

The chart compares Bell Investment Advisors, Inc's quarterly EMCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bell Investment Advisors, Inc time their EMCS position?

Based on 13F filing dates vs. subsequent EMCS price moves, Bell Investment Advisors, Inc correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on EMCS relative to SPY over the holding period was +1.2%.

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