Financial Strategies Group’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Financial Strategies Group’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 Q2	$225K	Buy	4,800 +5	+0.1%	+$235	0.04%	94
2026 Q1	$226K	Buy	+4,795	New	+$227K	0.04%	92
2023 Q3	–	Sell	-4,673	Closed	-$217K	–	79
2023 Q2	$217K	Buy	4,673 +13	+0.3%	+$603	0.07%	72
2023 Q1	$216K	Buy	+4,660	New	+$216K	0.08%	76

Other funds holding STOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

FIA

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

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

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

SIG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return

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

Financial Strategies Group's STOT Position: Q2 2026 in Review

Financial Strategies Group increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 0.1% in Q2 2026, buying an estimated $235 and bringing the position to 4,800 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #94.

Financial Strategies Group first reported a position in STOT in Q1 2023 and has held it in 4 quarters since. The position peaked at $226K in Q1 2026. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Financial Strategies Group held 4,800 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $225K as of Q2 2026.
Financial Strategies Group bought 5 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $235.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.04% of Financial Strategies Group's portfolio in Q2 2026, its #94 holding.
Financial Strategies Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2023 and has held it in 4 quarters since.
Financial Strategies Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $226K in Q1 2026.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.