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

Pointe 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
2023 Q2	–	Sell	-1,290	Closed	-$59.9K	–	355
2023 Q1	$59.9K	Buy	+1,290	New	+$59.8K	0.04%	220

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

PCMU

Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return

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

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 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

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

Pointe Capital Management's STOT Position: Q2 2023 in Review

Pointe Capital Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2023, closing a stake of 1,290 shares — an estimated $59.9K sold.

Pointe Capital Management first reported a position in STOT in Q1 2023 and held it in 1 quarter. The position peaked at $59.9K in Q1 2023. 42 funds tracked by Wall St. Rank hold STOT as of Q2 2023.

Pointe Capital Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 1,290 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2023, an estimated $59.9K.
Pointe Capital Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2023 and held it in 1 quarter.
Pointe Capital Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $59.9K in Q1 2023.
42 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.