EMLC — VANECK ETF TRUST

Ownership history in Upper Left Wealth Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC reported a position in VANECK ETF TRUST (EMLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.27% (2021 Q4)
Avg. % of fund
3.41%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 162,253 +5,263 +3.4% 2.55% $4.2M $25.59
2025 Q3 REDUCED 156,990 -2,268 -1.4% 2.51% $4.0M $24.77
2025 Q2 REDUCED 159,258 -432 -0.3% 2.69% $4.0M $24.23
2025 Q1 ADDED 159,690 +53,427 +50.3% 2.73% $3.8M $22.46
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EMLC price (monthly, adj. close)

Other funds also holding EMLC

As of 2025 Q4 — sorted by position size

VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 16.64% Kiker Wealth Management, LLC 8.21% ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3Y 7Y 5.07% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 4.68% PAYDEN & RYGEL 3Y 7Y 4.35% VPR Management LLC 3Y 3.64% Ocean Park Asset Management, LLC 3Y 3.37% New Harbor Financial Group, LLC 3Y 7Y 2.82% ALM First Financial Advisors, LLC 3Y 2.7% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 2.59%
← Back to Upper Left Wealth Management, LLC Holdings