Pasadena Private Wealth’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Pasadena Private Wealth’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 Q1	–	Sell	-5,823	Closed	-$288K	–	96
2019 Q4	$288K	Buy	+5,823	New	+$289K	0.13%	48

Other funds holding STOT

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

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 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

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

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