MCC
STOT icon

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

Money Concepts Capital’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
Q1 		– Sell
-10,950
Closed -$513K – 410
2023
Q4 		$513K Buy
10,950
+203
+2% +$9.44K 0.05% 270
2023
Q3 		$499K Buy
+10,747
New +$499K 0.05% 246

Other funds holding STOT

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Money Concepts Capital's STOT Position: Q1 2024 in Review

Money Concepts Capital sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2024, closing a stake of 10,950 shares — an estimated $513K sold.

Money Concepts Capital first reported a position in STOT in Q3 2023 and held it in 2 quarters. The position peaked at $513K in Q4 2023. 55 funds tracked by Wall St. Rank hold STOT as of Q1 2024.

  • Money Concepts Capital reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2024 after selling out during the quarter.
  • Money Concepts Capital sold 10,950 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2024, an estimated $513K.
  • Money Concepts Capital first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2023 and held it in 2 quarters.
  • Money Concepts Capital's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $513K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2024.

Based on Money Concepts Capital's 13F filing for Q1 2024, filed 1 May 2024.