AWM
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AE Wealth Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

AE Wealth Management’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
2026
Q1 		$660 Hold
14
– – ﹤0.01% 2533
2025
Q4 		$662 Sell
14
-402
-97% -$19K ﹤0.01% 2399
2025
Q3 		$19.7K Sell
416
-3
-0.7% -$142 ﹤0.01% 1895
2025
Q2 		$19.8K Buy
419
+396
+1,722% +$18.7K ﹤0.01% 1768
2025
Q1 		$1.09K Sell
23
-2
-8% -$94 ﹤0.01% 2066
2024
Q4 		$1.17K Buy
+25
New +$1.18K ﹤0.01% 2031
2024
Q1 		– Sell
-23,831
Closed -$1.12M – 1881
2023
Q4 		$1.12M Buy
23,831
+1,418
+6% +$66K 0.01% 1116
2023
Q3 		$1.04M Sell
22,413
-994
-4% -$46.2K 0.01% 1082
2023
Q2 		$1.09M Buy
23,407
+1,583
+7% +$73.5K 0.01% 1056
2023
Q1 		$1.01M Buy
+21,824
New +$1.01M 0.01% 1039
2021
Q3 		– Sell
-17,544
Closed -$873K – 1708
2021
Q2 		$873K Buy
+17,544
New +$871K 0.01% 890

Other funds holding STOT

FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 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 $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
SC
Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return