Capital Advisors Ltd’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Capital Advisors Ltd’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	$41K	Hold	863	–	–	﹤0.01%	550
2026 Q1	$41K	Hold	863	–	–	﹤0.01%	539
2025 Q4	$41K	Sell	863 -22	-2%	-$1.04K	﹤0.01%	531
2025 Q3	$42K	Hold	885	–	–	﹤0.01%	514
2025 Q2	$42K	Hold	885	–	–	0.01%	505
2025 Q1	$42K	Hold	885	–	–	0.01%	495
2024 Q4	$41K	Buy	885 +85	+11%	+$4K	0.01%	494
2024 Q3	$38K	Hold	800	–	–	﹤0.01%	506
2024 Q2	$37K	Buy	800 +267	+50%	+$12.5K	﹤0.01%	498
2024 Q1	$25K	Buy	+533	New	+$25K	﹤0.01%	553

Other funds holding STOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SIG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

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

Capital Advisors Ltd's STOT Position: Q2 2026 in Review

Capital Advisors Ltd held its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) position steady in Q2 2026 at 863 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Capital Advisors Ltd first reported a position in STOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $42K in Q3 2025. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Capital Advisors Ltd held 863 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $41K as of Q2 2026.
Capital Advisors Ltd left its State Street DoubleLine Short Duration Total Return Tactical ETF share count unchanged in Q2 2026.
State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #550 holding.
Capital Advisors Ltd first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2024 and has held it in 10 quarters since.
Capital Advisors Ltd's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $42K in Q3 2025.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.