Strategic Blueprint’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Strategic Blueprint’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
2022 Q3	–	Sell	-6,450	Closed	-$301K	–	534
2022 Q2	$301K	Buy	+6,450	New	+$303K	0.04%	370

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

Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 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

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

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

PCMU

Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return

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

Strategic Blueprint's STOT Position: Q3 2022 in Review

Strategic Blueprint sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2022, closing a stake of 6,450 shares — an estimated $301K sold.

Strategic Blueprint first reported a position in STOT in Q2 2022 and held it in 1 quarter. The position peaked at $301K in Q2 2022. 46 funds tracked by Wall St. Rank hold STOT as of Q3 2022.

Strategic Blueprint reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q3 2022 after selling out during the quarter.
Strategic Blueprint sold 6,450 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q3 2022, an estimated $301K.
Strategic Blueprint first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2022 and held it in 1 quarter.
Strategic Blueprint's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $301K in Q2 2022.
46 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2022.

Based on Strategic Blueprint's 13F filing for Q3 2022, filed 8 Nov 2022.