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

Kraematon Investment 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
2023 Q1	–	Sell	-3,607	Closed	-$166K	–	228
2022 Q4	$166K	Buy	+3,607	New	+$166K	0.18%	90

Other funds holding STOT

SIG

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

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

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

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

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

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

EWM

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 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

Kraematon Investment Advisors's STOT Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2023, closing a stake of 3,607 shares — an estimated $166K sold.

Kraematon Investment Advisors first reported a position in STOT in Q4 2022 and held it in 1 quarter. The position peaked at $166K in Q4 2022. 46 funds tracked by Wall St. Rank hold STOT as of Q1 2023.

Kraematon Investment Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2023 after selling out during the quarter.
Kraematon Investment Advisors sold 3,607 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2023, an estimated $166K.
Kraematon Investment Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2022 and held it in 1 quarter.
Kraematon Investment Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $166K in Q4 2022.
46 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.