Lineweaver Wealth Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.84M Buy
60,381
+2,480
+4% +$117K 0.34% 65
2026
Q1
$2.73M Buy
57,901
+7,836
+16% +$371K 0.37% 57
2025
Q4
$2.37M Buy
50,065
+3,953
+9% +$187K 0.32% 60
2025
Q3
$2.19M Buy
46,112
+3,038
+7% +$144K 0.32% 62
2025
Q2
$2.04M Buy
43,074
+563
+1% +$26.5K 0.32% 60
2025
Q1
$2.01M Sell
42,511
-27,294
-39% -$1.28M 0.34% 56
2024
Q4
$3.27M Sell
69,805
-24,371
-26% -$1.15M 0.6% 34
2024
Q3
$4.47M Buy
94,176
+11,149
+13% +$526K 0.85% 24
2024
Q2
$3.89M Buy
83,027
+10,559
+15% +$494K 0.81% 27
2024
Q1
$3.41M Buy
72,468
+2,154
+3% +$101K 0.81% 27
2023
Q4
$3.29M Buy
+70,314
New +$3.27M 0.85% 23

Other funds holding STOT

Lineweaver Wealth Advisors's STOT Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 4.3% in Q2 2026, buying an estimated $117K and bringing the position to 60,381 shares worth $2.84M. The position accounts for 0.34% of the portfolio, ranked #65.

Lineweaver Wealth Advisors first reported a position in STOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.47M in Q3 2024. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

  • Lineweaver Wealth Advisors held 60,381 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $2.84M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 2,480 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $117K.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.34% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Lineweaver Wealth Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2023 and has held it in 11 quarters since.
  • Lineweaver Wealth Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $4.47M in Q3 2024.
  • 71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.