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Carolinas Wealth Consulting’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-97
Closed -$4.58K – 825
2025
Q1 		$4.58K Buy
97
+72
+288% +$3.38K ﹤0.01% 625
2024
Q4 		$1.17K Buy
+25
New +$1.18K ﹤0.01% 923

Other funds holding STOT

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

Carolinas Wealth Consulting's STOT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2025, closing a stake of 97 shares — an estimated $4.58K sold.

Carolinas Wealth Consulting first reported a position in STOT in Q4 2024 and held it in 2 quarters. The position peaked at $4.58K in Q1 2025. 65 funds tracked by Wall St. Rank hold STOT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 97 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2025, an estimated $4.58K.
  • Carolinas Wealth Consulting first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $4.58K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.