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

Financial Sense 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 Q2	–	Sell	-11,002	Closed	-$525K	–	141
2022 Q1	$525K	Buy	+11,002	New	+$531K	0.2%	41

Other funds holding STOT

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

SIG

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

PAG

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

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

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 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

PCMU

Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return

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

Financial Sense Advisors's STOT Position: Q2 2022 in Review

Financial Sense Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2022, closing a stake of 11,002 shares — an estimated $525K sold.

Financial Sense Advisors first reported a position in STOT in Q1 2022 and held it in 1 quarter. The position peaked at $525K in Q1 2022. 46 funds tracked by Wall St. Rank hold STOT as of Q2 2022.

Financial Sense Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2022 after selling out during the quarter.
Financial Sense Advisors sold 11,002 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2022, an estimated $525K.
Financial Sense Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2022 and held it in 1 quarter.
Financial Sense Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $525K in Q1 2022.
46 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2022.

Based on Financial Sense Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.