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

Journey Advisory 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	$2.65M	Buy	56,367 +226	+0.4%	+$10.6K	0.2%	107
2026 Q1	$2.65M	Sell	56,141 -96,300	-63%	-$4.55M	0.23%	97
2025 Q4	$7.21M	Sell	152,441 -21,130	-12%	-$1M	0.61%	43
2025 Q3	$8.22M	Sell	173,571 -17,979	-9%	-$850K	0.61%	43
2025 Q2	$9.07M	Buy	+191,550	New	+$9.02M	0.71%	33

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

Journey Advisory Group's STOT Position: Q2 2026 in Review

Journey Advisory Group increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 0.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 56,367 shares worth $2.65M. The position accounts for 0.2% of the portfolio, ranked #107.

Journey Advisory Group first reported a position in STOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.07M in Q2 2025. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Journey Advisory Group held 56,367 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $2.65M as of Q2 2026.
Journey Advisory Group bought 226 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $10.6K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.2% of Journey Advisory Group's portfolio in Q2 2026, its #107 holding.
Journey Advisory Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2025 and has held it in 5 quarters since.
Journey Advisory Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $9.07M in Q2 2025.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.