Strategic Financial Partners, Ltd. EMB — ISHARES TR

Ownership history in Strategic Financial Partners, Ltd.  ·  8 quarters on record

AI Ownership Summary

Strategic Financial Partners, Ltd. reported ISHARES TR (EMB) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.71% in 2026 Q1. The latest visible filing shows EMB at 0.71% 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 EMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Financial Partners, Ltd.'s position in ISHARES 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

EMB was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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.

EMB stock page Strategic Financial Partners, Ltd. fund profile Strategic Financial Partners, Ltd. full holdings
How Strategic Financial Partners, Ltd. held EMB — position size vs. price
% of Fund (quarterly)    EMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 17,389 +11,397 +190.2% 0.71% $1.6M 2026-05-01 $95.57
2025 Q4 ADDED — — — 5,992 +854 +16.6% 0.25% $577K 2026-02-11 $95.70
2025 Q3 REDUCED — — — 5,138 -23 -0.4% 0.22% $489K 2025-11-06 $93.56
2025 Q2 REDUCED 63.7% +4.3% ❌ 5,161 -9,074 -63.7% 0.22% $478K 2025-08-06 $89.75
2025 Q1 ADDED — — — 14,235 +9,162 +180.6% 0.68% $1.3M 2025-05-06 $85.08
2024 Q4 ADDED — — — 5,073 +968 +23.6% 0.23% $452K 2025-02-10 $85.01
2024 Q3 REDUCED — — — 4,105 -105 -2.5% 0.20% $384K 2024-10-28 $83.85
2024 Q2 INITIATED — — — 4,210 — — 0.21% $373K 2024-07-24 $80.78

🏢 Other funds also holding EMB

As of 2026 Q1 — sorted by position size

First Trust Bank, Ltd. 3Y 7Y 29.17% Polianta Ltd 3Y 7Y 26.81% ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3Y 7Y 20.83% SBI Okasan Asset Management Co.Ltd. 13.27% PRUDENT INVESTORS NETWORK, INC. 3Y 9.97% Nationwide Fund Advisors 3Y 7Y 8.86% Hamilton Capital, LLC 3Y 7Y 7.56% PAYDEN & RYGEL 3Y 7Y 6.63% Finhabits Advisors LLC 5.26% Financial Sense Advisors, Inc. 3Y 7Y 5.02%

FAQ About Strategic Financial Partners, Ltd. and EMB

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

How long has Strategic Financial Partners, Ltd. reported owning EMB?

Strategic Financial Partners, Ltd. reported EMB across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported EMB position in Strategic Financial Partners, Ltd.'s portfolio?

The largest reported portfolio weight for EMB was 0.71% in 2026 Q1.

What is the latest reported EMB position on this page?

The most recent filing on this page is 2026 Q1, when Strategic Financial Partners, Ltd. reported 17,389 shares, equal to 0.71% of portfolio, with an estimated market value of $1.6M.

What does the chart on this EMB ownership page compare?

The chart compares Strategic Financial Partners, Ltd.'s quarterly EMB 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 Strategic Financial Partners, Ltd. time their EMB position?

Based on 13F filing dates vs. subsequent EMB price moves, Strategic Financial Partners, Ltd. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on EMB relative to SPY over the holding period was -7.6%.

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