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

BlackDiamond Wealth Management’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 Q1	–	Sell	-9,167	Closed	-$450K	–	122
2021 Q4	$450K	Buy	+9,167	New	+$452K	0.52%	60

Other funds holding STOT

SIG

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

Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 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

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

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

PAG

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

VNA

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

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

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

BlackDiamond Wealth Management's STOT Position: Q1 2022 in Review

BlackDiamond Wealth Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2022, closing a stake of 9,167 shares — an estimated $450K sold.

BlackDiamond Wealth Management first reported a position in STOT in Q4 2021 and held it in 1 quarter. The position peaked at $450K in Q4 2021. 48 funds tracked by Wall St. Rank hold STOT as of Q1 2022.

BlackDiamond Wealth Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2022 after selling out during the quarter.
BlackDiamond Wealth Management sold 9,167 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2022, an estimated $450K.
BlackDiamond Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2021 and held it in 1 quarter.
BlackDiamond Wealth Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $450K in Q4 2021.
48 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.