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Nations Financial Group’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Nations Financial Group’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
Q2 		– Sell
-4,890
Closed -$230K – 656
2024
Q1 		$230K Buy
4,890
+35
+0.7% +$1.64K 0.02% 573
2023
Q4 		$227K Buy
4,855
+74
+2% +$3.44K 0.02% 572
2023
Q3 		$222K Buy
4,781
+50
+1% +$2.32K 0.02% 561
2023
Q2 		$220K Buy
4,731
+47
+1% +$2.18K 0.02% 571
2023
Q1 		$218K Sell
4,684
-718
-13% -$33.3K 0.02% 557
2022
Q4 		$249K Sell
5,402
-4
-0.1% -$184 0.03% 519
2022
Q3 		$249K Buy
5,406
+29
+0.5% +$1.35K 0.04% 437
2022
Q2 		$251K Sell
5,377
-8,309
-61% -$391K 0.03% 449
2022
Q1 		$653K Buy
13,686
+80
+0.6% +$3.86K 0.08% 271
2021
Q4 		$668K Buy
13,606
+52
+0.4% +$2.56K 0.09% 238
2021
Q3 		$672K Sell
13,554
-405
-3% -$20.1K 0.1% 222
2021
Q2 		$695K Buy
13,959
+138
+1% +$6.86K 0.12% 206
2021
Q1 		$686K Sell
13,821
-1,840
-12% -$91.7K 0.16% 176
2020
Q4 		$780K Sell
15,661
-8,177
-34% -$408K 0.21% 140
2020
Q3 		$1.19M Sell
23,838
-2,091
-8% -$104K 0.37% 75
2020
Q2 		$1.29M Buy
25,929
+774
+3% +$38K 0.46% 57
2020
Q1 		$1.21M Sell
25,155
-687
-3% -$33.9K 0.52% 48
2019
Q4 		$1.28M Buy
25,842
+122
+0.5% +$6.05K 0.44% 57
2019
Q3 		$1.28M Buy
+25,720
New +$1.28M 0.46% 53

Other funds holding STOT

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nations Financial Group's STOT Position: Q2 2024 in Review

Nations Financial Group sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2024, closing a stake of 4,890 shares — an estimated $230K sold.

Nations Financial Group first reported a position in STOT in Q3 2019 and held it in 19 quarters. The position peaked at $1.29M in Q2 2020. 56 funds tracked by Wall St. Rank hold STOT as of Q2 2024.

  • Nations Financial Group reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2024 after selling out during the quarter.
  • Nations Financial Group sold 4,890 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2024, an estimated $230K.
  • Nations Financial Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2019 and held it in 19 quarters.
  • Nations Financial Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.29M in Q2 2020.
  • 56 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2024.

Based on Nations Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.