M Holdings Securities’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

M Holdings Securities’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
2020 Q2	–	Sell	-76,980	Closed	-$3.71M	–	228
2020 Q1	$3.71M	Buy	+76,980	New	+$3.8M	0.55%	52

Other funds holding STOT

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EWM

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

PWM

Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

M Holdings Securities's STOT Position: Q2 2020 in Review

M Holdings Securities sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2020, closing a stake of 76,980 shares — an estimated $3.71M sold.

M Holdings Securities first reported a position in STOT in Q1 2020 and held it in 1 quarter. The position peaked at $3.71M in Q1 2020. 36 funds tracked by Wall St. Rank hold STOT as of Q2 2020.

M Holdings Securities reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2020 after selling out during the quarter.
M Holdings Securities sold 76,980 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2020, an estimated $3.71M.
M Holdings Securities first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2020 and held it in 1 quarter.
M Holdings Securities's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $3.71M in Q1 2020.
36 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2020.

Based on M Holdings Securities's 13F filing for Q2 2020, filed 21 Aug 2020.