EM
FORMER OFFICIAL

Eric M Ueland

—

Transactions
37
Total transactions associated with this filer
Disclosed purchases
19
$89.0K – $460.0K
Average modeled return
-2.7%
5 of 19 purchases modeled
Average vs. S&P 500
-0.3%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

5 most recent modeled purchases. The summary and table include all modeled purchases.

MARKET ANALYSIS

Modeled purchase performance · Since purchase

5 of 19 disclosed purchases have modeled returns for this period. 14 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
MEIIX
MFS Value Fund Class I Shares
Jul 15, 2026Nov 6, 2026+1.6%-2.3%+4.0%
PONPX
PIMCO Income Fund Class I-2 Shares
Jul 15, 2026Nov 6, 2026-1.6%-2.3%+0.7%
PONPX
PIMCO Income Fund Class I-2 Shares
Jul 15, 2026Nov 6, 2026-1.6%-2.3%+0.7%
PCY
F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account SP PowerShares Emerging Markets Sovereign debt Portfolio
Jul 15, 2026Nov 6, 2026-2.4%-2.3%-0.1%
IEMG
iShares Core MSCIEmerging Markets ETF
Jul 15, 2026Nov 6, 2026-9.4%-2.3%-7.0%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 2 · 37 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
—
Vanguard Growth Index Fund ETF Class Shares
Jul 15, 2026Purchase$1.0K – $15.0KFiling ↗
IWD
iShares Russell 1000 Value
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
—
Lord Abbett Floating Rate Fund Class I Shares
Jul 15, 2026Purchase$1.0K – $15.0KFiling ↗
IEMG
iShares Core MSCIEmerging Markets ETF
Jul 15, 2026Purchase$1.0K – $15.0KFiling ↗
—
Vanguard Total International Bond Index Fund ETF
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
PONPX
PIMCO Income Fund Class I-2 Shares
Jul 15, 2026Purchase$1.0K – $15.0KFiling ↗
—
Cohen & Steers Preferred Securities and Income
Jul 15, 2026Purchase$1.0K – $15.0KFiling ↗
—
Edgewood Growth Fund Institutional Class Shares
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
—
Delaware Small Cap Core Fund Institutional Class
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
—
Vanguard Small-Cap Growth Index Fund ETF Class
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
IWF
iShares Russell 1000 Growth ETF
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
PONPX
PIMCO Income Fund Class I-2 Shares
Jul 15, 2026Purchase$15.0K – $50.0KFiling ↗
—
iShares Core MSCI International Developed
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
VTV
Vanguard Value Index Fund ETF Shares
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
—
Fidelity Advisor Municipal Income Fund Class I
Jul 15, 2026Purchase$1.0K – $15.0KFiling ↗
IEFA
iShares Core MSCI EAFE ETF
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
—
Vanguard Small-Cap Growth Index Fund ETF Class
Jul 15, 2026Sale$15.0K – $50.0KFiling ↗
SCHO
Schwab Short-Term US Treasury ETF
Jul 15, 2026Sale$15.0K – $50.0KFiling ↗
—
VanEck Vectors High-Yield Municipal Index ETF
Jul 15, 2026Purchase$1.0K – $15.0KFiling ↗
MEIIX
MFS Value Fund Class I Shares
Jul 15, 2026Purchase$1.0K – $15.0KFiling ↗
VTV
Vanguard Value Index Fund ETF Shares
Jul 15, 2026Sale$15.0K – $50.0KFiling ↗
VTV
Vanguard Value Index Fund ETF Shares
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
—
Vanguard Small-Cap Value Index Fund ETF Class
Jul 15, 2026Sale$1.0K – $15.0KFiling ↗
—
Neuberger Berman Strategic Income Fund
Jul 15, 2026Purchase$15.0K – $50.0KFiling ↗
—
Nuveen Strategic Income Fund Class I Shares
Jul 15, 2026Purchase$1.0K – $15.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians