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

Sowell Financial Services’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	-2,071	Closed	-$103K	–	2442
2021 Q1	$103K	Sell	2,071 -1,175	-36%	-$58.6K	﹤0.01%	1352
2020 Q4	$162K	Buy	3,246 +263	+9%	+$13.1K	0.01%	937
2020 Q3	$148K	Buy	2,983 +130	+5%	+$6.47K	0.01%	835
2020 Q2	$141K	Buy	2,853 +89	+3%	+$4.37K	0.01%	859
2020 Q1	$133K	Buy	+2,764	New	+$137K	0.01%	766

Other funds holding STOT

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

Bank of America

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

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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