Koss-Olinger Consulting’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-5,117	Closed	-$241K	–	245
2026 Q1	$241K	Sell	5,117 -716	-12%	-$33.9K	0.02%	239
2025 Q4	$276K	Buy	+5,833	New	+$276K	0.02%	232

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

Koss-Olinger Consulting's STOT Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2026, closing a stake of 5,117 shares — an estimated $241K sold.

Koss-Olinger Consulting first reported a position in STOT in Q4 2025 and held it in 2 quarters. The position peaked at $276K in Q4 2025. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Koss-Olinger Consulting reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 5,117 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $241K.
Koss-Olinger Consulting first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2025 and held it in 2 quarters.
Koss-Olinger Consulting's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $276K in Q4 2025.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.