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

Lunt Capital 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
2024 Q3	–	Sell	-4,942	Closed	-$232K	–	99
2024 Q2	$232K	Sell	4,942 -1,898	-28%	-$88.7K	0.11%	79
2024 Q1	$321K	Sell	6,840 -2,765	-29%	-$130K	0.16%	73
2023 Q4	$450K	Sell	9,605 -2,004	-17%	-$93.2K	0.23%	63
2023 Q3	$539K	Sell	11,609 -6,667	-36%	-$310K	0.28%	50
2023 Q2	$849K	Buy	+18,276	New	+$848K	0.46%	44

Other funds holding STOT

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

PCMU

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

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Lunt Capital Management's STOT Position: Q3 2024 in Review

Lunt Capital Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2024, closing a stake of 4,942 shares — an estimated $232K sold.

Lunt Capital Management first reported a position in STOT in Q2 2023 and held it in 5 quarters. The position peaked at $849K in Q2 2023. 63 funds tracked by Wall St. Rank hold STOT as of Q3 2024.

Lunt Capital Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q3 2024 after selling out during the quarter.
Lunt Capital Management sold 4,942 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q3 2024, an estimated $232K.
Lunt Capital Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2023 and held it in 5 quarters.
Lunt Capital Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $849K in Q2 2023.
63 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2024.

Based on Lunt Capital Management's 13F filing for Q3 2024, filed 24 Oct 2024.