KINGSWOOD WEALTH ADVISORS, LLC HYEM — VANECK EMERGING MARKETS HIGH YIELD BOND ETF

Ownership history in KINGSWOOD WEALTH ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

KINGSWOOD WEALTH ADVISORS, LLC reported VANECK EMERGING MARKETS HIGH YIELD BOND ETF (HYEM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows HYEM at 0.01% 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.

What this HYEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KINGSWOOD WEALTH ADVISORS, LLC's position in VANECK EMERGING MARKETS HIGH YIELD BOND ETF, 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 Q3

HYEM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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.

HYEM stock page KINGSWOOD WEALTH ADVISORS, LLC fund profile KINGSWOOD WEALTH ADVISORS, LLC full holdings
How KINGSWOOD WEALTH ADVISORS, LLC held HYEM — position size vs. price
% of Fund (quarterly)    HYEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 10,477 -13,295 -55.9% 0.01% $203K 2026-10-23 $19.35
2026 Q2 REDUCED 34.8% -0.9% ✅ 23,772 -12,699 -34.8% 0.02% $478K 2026-07-27 $19.66
2026 Q1 ADDED — — — 36,471 +2,843 +8.5% 0.03% $720K 2026-05-15 (Est.) $19.45
2025 Q4 REDUCED 14.1% +0.3% ❌ 33,628 -5,502 -14.1% 0.03% $669K 2026-01-28 $19.18
2025 Q3 ADDED — — — 39,130 +27,818 +245.9% 0.05% $785K 2025-10-23 $18.61
2025 Q2 REDUCED 44.1% +3.0% ❌ 11,312 -8,939 -44.1% 0.02% $224K 2025-07-23 $18.25
2024 Q3 INITIATED — — — 20,251 — — 0.03% $403K 2024-10-21 $17.18

🏢 Other funds also holding HYEM

As of 2026 Q3 — sorted by position size

Sound Income Strategies, LLC 3Y 7Y 1.33% Ferguson Shapiro LLC 3Y 0.67% Seed Wealth Management, Inc. 3Y 0.45% Whitcomb & Hess, Inc. 3Y 0.32% Acorn Wealth Advisors, LLC 3Y 7Y 0.24% Hennion & Walsh Asset Management, Inc. 3Y 0.17% Trademark Financial Management, LLC 0.14% LexAurum Advisors, LLC 3Y 7Y 0.06% Focus Financial Network, Inc. 0.02% OpenArc Corporate Advisory, LLC 0.01%

FAQ About KINGSWOOD WEALTH ADVISORS, LLC and HYEM

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

How long has KINGSWOOD WEALTH ADVISORS, LLC reported owning HYEM?

KINGSWOOD WEALTH ADVISORS, LLC reported HYEM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported HYEM position in KINGSWOOD WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for HYEM was 0.05% in 2025 Q3.

What is the latest reported HYEM position on this page?

The most recent filing on this page is 2026 Q3, when KINGSWOOD WEALTH ADVISORS, LLC reported 10,477 shares, equal to 0.01% of portfolio, with an estimated market value of $203K.

What does the chart on this HYEM ownership page compare?

The chart compares KINGSWOOD WEALTH ADVISORS, LLC's quarterly HYEM 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 KINGSWOOD WEALTH ADVISORS, LLC time their HYEM position?

Based on 13F filing dates vs. subsequent HYEM price moves, KINGSWOOD WEALTH ADVISORS, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on HYEM relative to SPY over the holding period was +343.6%.

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