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

Arkadios Wealth 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
2021 Q2	–	Sell	-100	Closed	-$4K	–	2029
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	1428
2020 Q4	$4K	Buy	+100	New	+$4.99K	﹤0.01%	1171

Other funds holding STOT

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 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

ACP

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

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

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

Arkadios Wealth Advisors's STOT Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2021, closing a stake of 100 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in STOT in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 36 funds tracked by Wall St. Rank hold STOT as of Q2 2021.

Arkadios Wealth Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 100 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2021, an estimated $4K.
Arkadios Wealth Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2020 and held it in 2 quarters.
Arkadios Wealth Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $4K in Q1 2021.
36 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.