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

Beaumont Financial 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 Q1	–	Sell	-10,286	Closed	-$513K	–	364
2020 Q4	$513K	Sell	10,286 -64,580	-86%	-$3.22M	0.05%	193
2020 Q3	$3.73M	Sell	74,866 -18,017	-19%	-$896K	0.36%	75
2020 Q2	$4.61M	Buy	+92,883	New	+$4.56M	0.48%	64

Other funds holding STOT

Bank of America

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

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada

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

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