Janney Montgomery Scott
STOT icon

Janney Montgomery Scott’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Janney Montgomery Scott’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 		$1.79M Buy
38,045
+525
+1% +$24.8K ﹤0.01% 1337
2025
Q4 		$1.77M Buy
37,520
+5,377
+17% +$255K ﹤0.01% 1403
2025
Q3 		$1.52M Buy
32,143
+3,010
+10% +$142K ﹤0.01% 1455
2025
Q2 		$1.38M Buy
29,133
+2,565
+10% +$121K ﹤0.01% 1396
2025
Q1 		$1.25M Buy
26,568
+205
+0.8% +$9.63K ﹤0.01% 1404
2024
Q4 		$1.24M Buy
26,363
+2,633
+11% +$124K ﹤0.01% 1425
2024
Q3 		$1.13M Buy
23,730
+723
+3% +$34.1K ﹤0.01% 1441
2024
Q2 		$1.08M Sell
23,007
-1,752
-7% -$81.9K ﹤0.01% 1404
2024
Q1 		$1.16M Sell
24,759
-1,013
-4% -$47.5K ﹤0.01% 1437
2023
Q4 		$1.21M Sell
25,772
-4,325
-14% -$201K ﹤0.01% 1348
2023
Q3 		$1.4M Sell
30,097
-833
-3% -$38.7K 0.01% 1165
2023
Q2 		$1.44M Buy
30,930
+1,545
+5% +$71.7K 0.01% 1227
2023
Q1 		$1.36M Sell
29,385
-1,272
-4% -$59K 0.01% 1158
2022
Q4 		$1.41M Buy
30,657
+5,911
+24% +$271K 0.01% 1190
2022
Q3 		$1.14M Buy
24,746
+8,313
+51% +$387K ﹤0.01% 1250
2022
Q2 		$766K Buy
16,433
+460
+3% +$21.6K ﹤0.01% 1375
2022
Q1 		$762K Sell
15,973
-375
-2% -$18.1K ﹤0.01% 1401
2021
Q4 		$803K Buy
16,348
+6,338
+63% +$312K ﹤0.01% 1457
2021
Q3 		$496K Buy
10,010
+2,065
+26% +$103K ﹤0.01% 1662
2021
Q2 		$395K Buy
+7,945
New +$395K ﹤0.01% 1775

Other funds holding STOT

FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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
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