Brookwood Investment Group’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Brookwood Investment Group’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 Q2	$336K	Sell	7,137 -223	-3%	-$10.5K	0.04%	382
2026 Q1	$347K	Sell	7,360 -1,222	-14%	-$57.8K	0.04%	360
2025 Q4	$406K	Sell	8,582 -538	-6%	-$25.5K	0.05%	334
2025 Q3	$432K	Sell	9,120 -61,201	-87%	-$2.89M	0.06%	293
2025 Q2	$3.33M	Buy	+70,321	New	+$3.31M	0.54%	31

Other funds holding STOT

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

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

Saiph Capital Wyckoff, New Jersey $334M AUM 15.21% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Brookwood Investment Group's STOT Position: Q2 2026 in Review

Brookwood Investment Group reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 3% in Q2 2026, selling an estimated $10.5K and leaving 7,137 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #382.

Brookwood Investment Group first reported a position in STOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.33M in Q2 2025. 30 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Brookwood Investment Group held 7,137 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $336K as of Q2 2026.
Brookwood Investment Group sold 223 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $10.5K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #382 holding.
Brookwood Investment Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2025 and has held it in 5 quarters since.
Brookwood Investment Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $3.33M in Q2 2025.
30 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.