Raymond James Financial Services Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Raymond James Financial Services 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
2021 Q2	–	Sell	-4,432	Closed	-$220K	–	3375
2021 Q1	$220K	Hold	4,432	–	–	﹤0.01%	2844
2020 Q4	$221K	Sell	4,432 -33	-0.7%	-$1.65K	﹤0.01%	2652
2020 Q3	$222K	Hold	4,465	–	–	﹤0.01%	2472
2020 Q2	$221K	Buy	4,465 +9	+0.2%	+$442	﹤0.01%	2433
2020 Q1	$215K	Sell	4,456 -1	-0%	-$49	﹤0.01%	2034
2019 Q4	$220K	Hold	4,457	–	–	﹤0.01%	2518
2019 Q3	$221K	Buy	4,457 +154	+4%	+$7.64K	﹤0.01%	2426
2019 Q2	$214K	Sell	4,303 -3	-0.1%	-$148	﹤0.01%	2496
2019 Q1	$212K	Buy	+4,306	New	+$211K	﹤0.01%	2462

Other funds holding STOT

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

VNA

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

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

ACP

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

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

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

Raymond James Financial Services Advisors's STOT Position: Q2 2021 in Review

Raymond James Financial Services Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2021, closing a stake of 4,432 shares — an estimated $220K sold.

Raymond James Financial Services Advisors first reported a position in STOT in Q1 2019 and held it in 9 quarters. The position peaked at $222K in Q3 2020. 36 funds tracked by Wall St. Rank hold STOT as of Q2 2021.

Raymond James Financial Services Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2021 after selling out during the quarter.
Raymond James Financial Services Advisors sold 4,432 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2021, an estimated $220K.
Raymond James Financial Services Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2019 and held it in 9 quarters.
Raymond James Financial Services Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $222K in Q3 2020.
36 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2021.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.