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

Newbridge Financial Services 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
2023 Q1	–	Sell	-237	Closed	-$10.9K	–	1477
2022 Q4	$10.9K	Hold	237	–	–	0.01%	898
2022 Q3	$11K	Hold	237	–	–	0.01%	861
2022 Q2	$11K	Hold	237	–	–	0.01%	843
2022 Q1	$11K	Hold	237	–	–	0.01%	923
2021 Q4	$12K	Hold	237	–	–	0.01%	885
2021 Q3	$12K	Buy	+237	New	+$11.8K	0.01%	836

Other funds holding STOT

SIG

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

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

Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

EWM

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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

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

Newbridge Financial Services Group's STOT Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2023, closing a stake of 237 shares — an estimated $10.9K sold.

Newbridge Financial Services Group first reported a position in STOT in Q3 2021 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 46 funds tracked by Wall St. Rank hold STOT as of Q1 2023.

Newbridge Financial Services Group reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 237 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2023, an estimated $10.9K.
Newbridge Financial Services Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2021 and held it in 6 quarters.
Newbridge Financial Services Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $12K in Q4 2021.
46 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.