Envestnet Asset Management
STOT icon

Envestnet Asset Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Envestnet Asset Management’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 		$1.55M Buy
32,955
+16,550
+101% +$783K ﹤0.01% 3179
2025
Q4 		$776K Buy
16,405
+1,628
+11% +$77.1K ﹤0.01% 3417
2025
Q3 		$700K Sell
14,777
-228
-2% -$10.8K ﹤0.01% 3534
2025
Q2 		$710K Buy
15,005
+9,045
+152% +$426K ﹤0.01% 3474
2025
Q1 		$282K Sell
5,960
-18,767
-76% -$882K ﹤0.01% 3953
2024
Q4 		$1.16M Sell
24,727
-8,796
-26% -$414K ﹤0.01% 3071
2024
Q3 		$1.59M Buy
33,523
+2,664
+9% +$126K ﹤0.01% 2826
2024
Q2 		$1.45M Buy
30,859
+11,623
+60% +$543K ﹤0.01% 2787
2024
Q1 		$904K Buy
19,236
+4,368
+29% +$205K ﹤0.01% 3097
2023
Q4 		$696K Sell
14,868
-744
-5% -$34.6K ﹤0.01% 3155
2023
Q3 		$725K Buy
15,612
+344
+2% +$16K ﹤0.01% 3041
2023
Q2 		$709K Buy
15,268
+219
+1% +$10.2K ﹤0.01% 3004
2023
Q1 		$699K Buy
15,049
+636
+4% +$29.5K ﹤0.01% 2927
2022
Q4 		$664K Buy
14,413
+1,194
+9% +$54.8K ﹤0.01% 2929
2022
Q3 		$608K Buy
+13,219
New +$616K ﹤0.01% 2895

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SIG
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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