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

Merit 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	$224K	Buy	4,763 +464	+11%	+$21.8K	﹤0.01%	2030
2026 Q1	$203K	Buy	+4,299	New	+$203K	﹤0.01%	1918
2025 Q4	–	Sell	-4,317	Closed	-$205K	–	2025
2025 Q3	$205K	Buy	4,317 +48	+1%	+$2.27K	﹤0.01%	1666
2025 Q2	$202K	Buy	+4,269	New	+$201K	﹤0.01%	1559
2024 Q1	–	Sell	-22,844	Closed	-$1.07M	–	924
2023 Q4	$1.07M	Buy	+22,844	New	+$1.06M	0.03%	295
2023 Q2	–	Sell	-4,428	Closed	-$206K	–	764
2023 Q1	$206K	Sell	4,428 -6,160	-58%	-$286K	0.01%	586
2022 Q4	$488K	Buy	+10,588	New	+$486K	0.02%	426
2020 Q3	–	Sell	-6,591	Closed	-$327K	–	240
2020 Q2	$327K	Buy	+6,591	New	+$324K	0.03%	159

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

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

Merit Financial Group increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 11% in Q2 2026, buying an estimated $21.8K and bringing the position to 4,763 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Merit Financial Group first reported a position in STOT in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2023. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Merit Financial Group held 4,763 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $224K as of Q2 2026.
Merit Financial Group bought 464 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $21.8K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2030 holding.
Merit Financial Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2020 and has held it in 8 quarters since.
Merit Financial Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.07M in Q4 2023.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.