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 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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Koss-Olinger Consulting's STOT Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 12% in Q1 2026, selling an estimated $33.9K and leaving 5,117 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #239.

Koss-Olinger Consulting first reported a position in STOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $276K in Q4 2025. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

Koss-Olinger Consulting held 5,117 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $241K as of Q1 2026.
Koss-Olinger Consulting sold 716 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2026, an estimated $33.9K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q1 2026, its #239 holding.
Koss-Olinger Consulting first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2025 and has held it in 2 quarters since.
Koss-Olinger Consulting's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $276K in Q4 2025.
66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.