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

Monument 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
2020 Q4	–	Sell	-9,734	Closed	-$484K	–	98
2020 Q3	$484K	Buy	9,734 +38	+0.4%	+$1.89K	0.26%	74
2020 Q2	$481K	Buy	9,696 +45	+0.5%	+$2.21K	0.28%	72
2020 Q1	$465K	Buy	9,651 +36	+0.4%	+$1.78K	0.33%	64
2019 Q4	$476K	Buy	9,615 +76	+0.8%	+$3.77K	0.24%	77
2019 Q3	$474K	Buy	9,539 +64	+0.7%	+$3.18K	0.26%	79
2019 Q2	$469K	Hold	9,475	–	–	0.25%	79
2019 Q1	$467K	Hold	9,475	–	–	0.27%	75
2018 Q4	$461K	Sell	9,475 -6,870	-42%	-$333K	0.29%	77
2018 Q3	$797K	Hold	16,345	–	–	0.45%	64
2018 Q2	$797K	Buy	+16,345	New	+$798K	0.55%	62

Other funds holding STOT

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWS

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

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

Monument Capital Management's STOT Position: Q4 2020 in Review

Monument Capital Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q4 2020, closing a stake of 9,734 shares — an estimated $484K sold.

Monument Capital Management first reported a position in STOT in Q2 2018 and held it in 10 quarters. The position peaked at $797K in Q3 2018. 40 funds tracked by Wall St. Rank hold STOT as of Q4 2020.

Monument Capital Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q4 2020 after selling out during the quarter.
Monument Capital Management sold 9,734 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2020, an estimated $484K.
Monument Capital Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2018 and held it in 10 quarters.
Monument Capital Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $797K in Q3 2018.
40 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2020.

Based on Monument Capital Management's 13F filing for Q4 2020, filed 15 Jan 2021.