American Portfolios Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

American Portfolios Advisors’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
2022 Q3	$921	Buy	20 +5	+33%	+$233	﹤0.01%	3282
2022 Q2	$699	Hold	15	–	–	﹤0.01%	3344
2022 Q1	$715	Hold	15	–	–	﹤0.01%	3422
2021 Q4	$737	Hold	15	–	–	﹤0.01%	3363
2021 Q3	$743	Hold	15	–	–	﹤0.01%	3349
2021 Q2	$746	Hold	15	–	–	﹤0.01%	3294
2021 Q1	$745	Sell	15 -140	-90%	-$6.98K	﹤0.01%	3168
2020 Q4	$7.72K	Hold	155	–	–	﹤0.01%	2231
2020 Q3	$7.71K	Buy	155 +140	+933%	+$6.96K	﹤0.01%	2099
2020 Q2	$744	Hold	15	–	–	﹤0.01%	2718
2020 Q1	$723	Hold	15	–	–	﹤0.01%	2619
2019 Q4	$742	Hold	15	–	–	﹤0.01%	2718
2019 Q3	$745	Hold	15	–	–	﹤0.01%	2680
2019 Q2	$745	Hold	15	–	–	﹤0.01%	2615
2019 Q1	$739	Buy	+15	New	+$734	﹤0.01%	2503

Other funds holding STOT

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return

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

EWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

PCMU

Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's STOT Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 33% in Q3 2022, buying an estimated $233 and bringing the position to 20 shares worth $921. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

American Portfolios Advisors first reported a position in STOT in Q1 2019 and has held it in 15 quarters since. The position peaked at $7.72K in Q4 2020. 46 funds tracked by Wall St. Rank hold STOT as of Q3 2022.

American Portfolios Advisors held 20 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $921 as of Q3 2022.
American Portfolios Advisors bought 5 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q3 2022, an estimated $233.
State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3282 holding.
American Portfolios Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $7.72K in Q4 2020.
46 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.