MFG
STOT icon

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
Q1 		$203K Buy
+4,299
New +$203K ﹤0.01% 1918
2025
Q4 		– Sell
-4,317
Closed -$205K – 2027
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 – 765
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

FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
SC
Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return