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

Integrated Wealth Concepts’s Portfolio STOT Stock Details STOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.46M	Buy
2025 Q2	$1.34M	Buy
2025 Q1	$1.16M	Sell
2024 Q4	$1.15M	Buy
2024 Q3	$1.1M	Buy
2024 Q2	$1.02M	Buy
2024 Q1	$947K	Buy
2023 Q4	$717K	Buy