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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
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

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