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

Elevation Wealth Partners’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
Q4 		– Sell
-106
Closed -$5.02K – 1020
2025
Q3 		$5.02K Buy
+106
New +$5.01K ﹤0.01% 480

Other funds holding STOT

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Saiph Capital Wyckoff, New Jersey $334M AUM 15.21% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

Elevation Wealth Partners's STOT Position: Q4 2025 in Review

Elevation Wealth Partners sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q4 2025, closing a stake of 106 shares — an estimated $5.02K sold.

Elevation Wealth Partners first reported a position in STOT in Q3 2025 and held it in 1 quarter. The position peaked at $5.02K in Q3 2025. 66 funds tracked by Wall St. Rank hold STOT as of Q4 2025.

  • Elevation Wealth Partners reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 106 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2025, an estimated $5.02K.
  • Elevation Wealth Partners first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2025 and held it in 1 quarter.
  • Elevation Wealth Partners's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $5.02K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.