Aveo Capital Partners’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Aveo Capital Partners’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
2025 Q1	–	Sell	-4,583	Closed	-$215K	–	315
2024 Q4	$215K	Hold	4,583	–	–	0.02%	323
2024 Q3	$218K	Sell	4,583 -273	-6%	-$12.9K	0.02%	328
2024 Q2	$228K	Hold	4,856	–	–	0.03%	292
2024 Q1	$227K	Sell	4,856 -2,704	-36%	-$127K	0.02%	333
2023 Q4	$354K	Sell	7,560 -61	-0.8%	-$2.84K	0.04%	245
2023 Q3	$354K	Sell	7,621 -1,345	-15%	-$62.4K	0.05%	242
2023 Q2	$416K	Buy	8,966 +331	+4%	+$15.4K	0.05%	228
2023 Q1	$401K	Sell	8,635 -31	-0.4%	-$1.44K	0.05%	219
2022 Q4	$399K	Sell	8,666 -6,650	-43%	-$305K	0.06%	219
2022 Q3	$705K	Sell	15,316 -26,299	-63%	-$1.23M	0.12%	128
2022 Q2	$1.94M	Sell	41,615 -12,848	-24%	-$604K	0.32%	78
2022 Q1	$2.6M	Sell	54,463 -189	-0.3%	-$9.12K	0.46%	62
2021 Q4	$2.68M	Buy	54,652 +3,253	+6%	+$160K	0.48%	62
2021 Q3	$2.55M	Sell	51,399 -10,791	-17%	-$536K	0.53%	56
2021 Q2	$3.09M	Sell	62,190 -3,072	-5%	-$153K	0.68%	49
2021 Q1	$3.24M	Buy	65,262 +27,022	+71%	+$1.35M	0.82%	33
2020 Q4	$1.91M	Sell	38,240 -9,862	-21%	-$492K	2.95%	7
2020 Q3	$2.39M	Sell	48,102 -1,629	-3%	-$81K	0.86%	27
2020 Q2	$2.47M	Sell	49,731 -24,730	-33%	-$1.21M	4.96%	5
2020 Q1	$3.59M	Buy	74,461 +7,757	+12%	+$383K	1.75%	8
2019 Q4	$3.3M	Sell	66,704 -7,023	-10%	-$348K	1.31%	16
2019 Q3	$3.65M	Buy	73,727 +5,769	+8%	+$286K	1.51%	13
2019 Q2	$3.37M	Buy	67,958 +13,498	+25%	+$665K	1.47%	14
2019 Q1	$2.68M	Buy	+54,460	New	+$2.67M	1.24%	20

Other funds holding STOT

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

SIG

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Aveo Capital Partners's STOT Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2025, closing a stake of 4,583 shares — an estimated $215K sold.

Aveo Capital Partners first reported a position in STOT in Q1 2019 and held it in 24 quarters. The position peaked at $3.65M in Q3 2019. 60 funds tracked by Wall St. Rank hold STOT as of Q1 2025.

Aveo Capital Partners reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 4,583 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2025, an estimated $215K.
Aveo Capital Partners first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2019 and held it in 24 quarters.
Aveo Capital Partners's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $3.65M in Q3 2019.
60 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.