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

Revisor 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
2023 Q3	–	Sell	-5,263	Closed	-$244K	–	174
2023 Q2	$244K	Sell	5,263 -610	-10%	-$28.3K	0.22%	140
2023 Q1	$273K	Buy	+5,873	New	+$272K	0.25%	119

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

AFO

Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

Revisor Wealth Management's STOT Position: Q3 2023 in Review

Revisor Wealth Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2023, closing a stake of 5,263 shares — an estimated $244K sold.

Revisor Wealth Management first reported a position in STOT in Q1 2023 and held it in 2 quarters. The position peaked at $273K in Q1 2023. 46 funds tracked by Wall St. Rank hold STOT as of Q3 2023.

Revisor Wealth Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q3 2023 after selling out during the quarter.
Revisor Wealth Management sold 5,263 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q3 2023, an estimated $244K.
Revisor Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2023 and held it in 2 quarters.
Revisor Wealth Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $273K in Q1 2023.
46 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2023.

Based on Revisor Wealth Management's 13F filing for Q3 2023, filed 16 Nov 2023.