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

IFP 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
2018 Q3	–	Sell	-500	Closed	-$24K	–	4014
2018 Q2	$24K	Hold	500	–	–	﹤0.01%	2365
2018 Q1	$25K	Hold	500	–	–	﹤0.01%	2252
2017 Q4	$25K	Hold	500	–	–	﹤0.01%	2282
2017 Q3	$25K	Sell	500 -1,862	-79%	-$92.7K	﹤0.01%	2461
2017 Q2	$117K	Sell	2,362 -1,000	-30%	-$49.8K	0.01%	1452
2017 Q1	$167K	Buy	3,362 +500	+17%	+$24.8K	0.01%	1210
2016 Q4	$142K	Buy	+2,862	New	+$143K	0.01%	1231

Other funds holding STOT

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

EWM

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFP Advisors's STOT Position: Q3 2018 in Review

IFP Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2018, closing a stake of 500 shares — an estimated $24K sold.

IFP Advisors first reported a position in STOT in Q4 2016 and held it in 7 quarters. The position peaked at $167K in Q1 2017. 22 funds tracked by Wall St. Rank hold STOT as of Q3 2018.

IFP Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 500 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q3 2018, an estimated $24K.
IFP Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2016 and held it in 7 quarters.
IFP Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $167K in Q1 2017.
22 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.