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

Providence Capital Advisors’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
Q2 		– Sell
-60
Closed -$2.86M – 438
2022
Q1 		$2.86M Buy
+60
New +$2.9K 0.7% 59

Other funds holding STOT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Providence Capital Advisors's STOT Position: Q2 2022 in Review

Providence Capital Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2022, closing a stake of 60 shares — an estimated $2.86M sold.

Providence Capital Advisors first reported a position in STOT in Q1 2022 and held it in 1 quarter. The position peaked at $2.86M in Q1 2022. 46 funds tracked by Wall St. Rank hold STOT as of Q2 2022.

  • Providence Capital Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2022 after selling out during the quarter.
  • Providence Capital Advisors sold 60 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2022, an estimated $2.86M.
  • Providence Capital Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2022 and held it in 1 quarter.
  • Providence Capital Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $2.86M in Q1 2022.
  • 46 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2022.

Based on Providence Capital Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.