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

MONECO 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
2025 Q1	–	Sell	-4,501	Closed	-$211K	–	490
2024 Q4	$211K	Hold	4,501	–	–	0.02%	443
2024 Q3	$214K	Sell	4,501 -1,033	-19%	-$48.8K	0.03%	411
2024 Q2	$259K	Sell	5,534 -24,070	-81%	-$1.13M	0.04%	350
2024 Q1	$1.39M	Sell	29,604 -737	-2%	-$34.6K	0.22%	116
2023 Q4	$1.42M	Buy	+30,341	New	+$1.41M	0.27%	98

Other funds holding STOT

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

SIG

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

PCP

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

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MONECO Advisors's STOT Position: Q1 2025 in Review

MONECO Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2025, closing a stake of 4,501 shares — an estimated $211K sold.

MONECO Advisors first reported a position in STOT in Q4 2023 and held it in 5 quarters. The position peaked at $1.42M in Q4 2023. 60 funds tracked by Wall St. Rank hold STOT as of Q1 2025.

MONECO Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2025 after selling out during the quarter.
MONECO Advisors sold 4,501 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2025, an estimated $211K.
MONECO Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2023 and held it in 5 quarters.
MONECO Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.42M in Q4 2023.
60 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2025.

Based on MONECO Advisors's 13F filing for Q1 2025, filed 8 May 2025.