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

Brass Tax 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
2025 Q3	–	Sell	-19,612	Closed	-$929K	–	251
2025 Q2	$929K	Buy	19,612 +8,185	+72%	+$386K	0.18%	59
2025 Q1	$540K	Buy	+11,427	New	+$537K	0.11%	95

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AFO

Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

Brass Tax Wealth Management's STOT Position: Q3 2025 in Review

Brass Tax Wealth Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2025, closing a stake of 19,612 shares — an estimated $929K sold.

Brass Tax Wealth Management first reported a position in STOT in Q1 2025 and held it in 2 quarters. The position peaked at $929K in Q2 2025. 68 funds tracked by Wall St. Rank hold STOT as of Q3 2025.

Brass Tax Wealth Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q3 2025 after selling out during the quarter.
Brass Tax Wealth Management sold 19,612 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q3 2025, an estimated $929K.
Brass Tax Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2025 and held it in 2 quarters.
Brass Tax Wealth Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $929K in Q2 2025.
68 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.