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

RMR Wealth Builders’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	-286	Closed	-$14K	–	638
2021 Q1	$14K	Buy	+286	New	+$14.3K	﹤0.01%	566

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

RMR Wealth Builders's STOT Position: Q2 2021 in Review

RMR Wealth Builders sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2021, closing a stake of 286 shares — an estimated $14K sold.

RMR Wealth Builders first reported a position in STOT in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 36 funds tracked by Wall St. Rank hold STOT as of Q2 2021.

RMR Wealth Builders reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 286 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2021, an estimated $14K.
RMR Wealth Builders first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $14K in Q1 2021.
36 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.