Tactive Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Tactive Advisors’s Portfolio ULST Stock Details ULST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$241K	Buy	+5,955	New	+$241K	0.13%	114

Other funds holding ULST

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tactive Advisors's ULST Position: Q1 2024 in Review

Tactive Advisors opened a new position in State Street Ultra Short Term Bond ETF (ULST) in Q1 2024: 5,955 shares worth $241K. The stake represents 0.13% of the portfolio and ranks #114 among its holdings.

103 funds tracked by Wall St. Rank hold ULST as of Q1 2024.

Tactive Advisors held 5,955 shares of State Street Ultra Short Term Bond ETF worth $241K as of Q1 2024.
State Street Ultra Short Term Bond ETF was a new Tactive Advisors position in Q1 2024.
State Street Ultra Short Term Bond ETF made up 0.13% of Tactive Advisors's portfolio in Q1 2024, its #114 holding.
103 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.