SQA
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Simon Quick Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Simon Quick Advisors’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,573
Closed -$343K – 290
2022
Q4 		$343K Buy
+8,573
New +$344K 0.04% 159
2020
Q3 		– Sell
-899
Closed -$45K – 503
2020
Q2 		$45K Hold
899
– – 0.02% 202
2020
Q1 		$43K Hold
899
– – 0.02% 201
2019
Q4 		$44K Buy
+899
New +$44.1K 0.02% 243

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Morgan Stanley
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return