Carson Wealth (CWM LLC)’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Carson Wealth (CWM LLC)’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	$14.1K	Hold	300	–	–	﹤0.01%	4627
2025 Q4	$14K	Sell	300 -884	-75%	-$41.9K	﹤0.01%	4390
2025 Q3	$56K	Buy	+1,184	New	+$56K	﹤0.01%	3443
2023 Q2	–	Sell	-450	Closed	-$21K	–	4450
2023 Q1	$21K	Hold	450	–	–	﹤0.01%	2484
2022 Q4	$21K	Hold	450	–	–	﹤0.01%	2340
2022 Q3	$21K	Buy	+450	New	+$21K	﹤0.01%	2199

Other funds holding STOT

FIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

SIG

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Carson Wealth (CWM LLC)'s STOT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) position steady in Q1 2026 at 300 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4627.

Carson Wealth (CWM LLC) first reported a position in STOT in Q3 2022 and has held it in 6 quarters since. The position peaked at $56K in Q3 2025. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

Carson Wealth (CWM LLC) held 300 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $14.1K as of Q1 2026.
Carson Wealth (CWM LLC) left its State Street DoubleLine Short Duration Total Return Tactical ETF share count unchanged in Q1 2026.
State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4627 holding.
Carson Wealth (CWM LLC) first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2022 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $56K in Q3 2025.
66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.