Advisor Group’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Advisor Group’s Portfolio STOT Stock Details STOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$367K	Buy	7,428 +482	+7%	+$23.9K	﹤0.01%	1901
2019 Q3	$345K	Buy	6,946 +6,421	+1,223%	+$319K	﹤0.01%	1898
2019 Q2	$26K	Buy	+525	New	+$25.9K	﹤0.01%	3811

Other funds holding STOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Group's STOT Position: Q4 2019 in Review

Advisor Group increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 6.9% in Q4 2019, buying an estimated $23.9K and bringing the position to 7,428 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Advisor Group first reported a position in STOT in Q2 2019 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold STOT as of Q4 2019.

Advisor Group held 7,428 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $367K as of Q4 2019.
Advisor Group bought 482 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2019, an estimated $23.9K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1901 holding.
Advisor Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2019 and has held it in 3 quarters since.
39 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.