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

Larson Financial 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	$114K	Sell	2,412 -2,056	-46%	-$96.7K	﹤0.01%	1119
2026 Q1	$211K	Sell	4,468 -1,428	-24%	-$67.5K	0.01%	701
2025 Q4	$279K	Sell	5,896 -526	-8%	-$24.9K	0.01%	622
2025 Q3	$304K	Sell	6,422 -3,961	-38%	-$187K	0.01%	599
2025 Q2	$492K	Sell	10,383 -2,236	-18%	-$105K	0.02%	435
2025 Q1	$596K	Sell	12,619 -1,858	-13%	-$87.3K	0.03%	352
2024 Q4	$678K	Sell	14,477 -520	-3%	-$24.5K	0.04%	297
2024 Q3	$712K	Sell	14,997 -35	-0.2%	-$1.65K	0.04%	273
2024 Q2	$704K	Sell	15,032 -1,125	-7%	-$52.6K	0.05%	224
2024 Q1	$759K	Sell	16,157 -2,088	-11%	-$97.9K	0.06%	190
2023 Q4	$855K	Sell	18,245 -1,004	-5%	-$46.7K	0.07%	162
2023 Q3	$893K	Sell	19,249 -646	-3%	-$30K	0.09%	162
2023 Q2	$924K	Sell	19,895 -805	-4%	-$37.4K	0.09%	158
2023 Q1	$961K	Sell	20,700 -1,009	-5%	-$46.8K	0.1%	155
2022 Q4	$1M	Buy	21,709 +320	+1%	+$14.7K	0.12%	149
2022 Q3	$984K	Sell	21,389 -706	-3%	-$32.9K	0.14%	132
2022 Q2	$1.03M	Sell	22,095 -2,184	-9%	-$103K	0.18%	66
2022 Q1	$1.16M	Sell	24,279 -1,390	-5%	-$67.1K	0.19%	67
2021 Q4	$1.26M	Buy	+25,669	New	+$1.26M	0.2%	63

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

Larson Financial Group's STOT Position: Q2 2026 in Review

Larson Financial Group reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 46% in Q2 2026, selling an estimated $96.7K and leaving 2,412 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Larson Financial Group first reported a position in STOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q4 2021. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Larson Financial Group held 2,412 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $114K as of Q2 2026.
Larson Financial Group sold 2,056 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $96.7K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1119 holding.
Larson Financial Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2021 and has held it in 19 quarters since.
Larson Financial Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.26M in Q4 2021.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.