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

Peterson Wealth 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
2022 Q1	–	Sell	-4,586	Closed	-$225K	–	66
2021 Q4	$225K	Sell	4,586 -26,504	-85%	-$1.31M	0.15%	56
2021 Q3	$1.54M	Sell	31,090 -3,081	-9%	-$153K	1.19%	30
2021 Q2	$1.7M	Sell	34,171 -36,980	-52%	-$1.84M	1.33%	25
2021 Q1	$3.53M	Sell	71,151 -9,982	-12%	-$498K	3%	13
2020 Q4	$4.04M	Buy	81,133 +1,434	+2%	+$71.5K	3.28%	11
2020 Q3	$3.96M	Buy	79,699 +17,977	+29%	+$894K	3.51%	11
2020 Q2	$3.06M	Sell	61,722 -659	-1%	-$32.4K	3.04%	14
2020 Q1	$3.01M	Sell	62,381 -1,346	-2%	-$66.5K	3.66%	11
2019 Q4	$3.16M	Buy	+63,727	New	+$3.16M	2.87%	14

Other funds holding STOT

SIG

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

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

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

EWM

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

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

Peterson Wealth Management's STOT Position: Q1 2022 in Review

Peterson Wealth Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2022, closing a stake of 4,586 shares — an estimated $225K sold.

Peterson Wealth Management first reported a position in STOT in Q4 2019 and held it in 9 quarters. The position peaked at $4.04M in Q4 2020. 48 funds tracked by Wall St. Rank hold STOT as of Q1 2022.

Peterson Wealth Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2022 after selling out during the quarter.
Peterson Wealth Management sold 4,586 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2022, an estimated $225K.
Peterson Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2019 and held it in 9 quarters.
Peterson Wealth Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $4.04M in Q4 2020.
48 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2022.

Based on Peterson Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.