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

MSH Capital Advisors’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	–	Sell	-23,201	Closed	-$1.1M	–	293
2025 Q4	$1.1M	Buy	23,201 +352	+2%	+$16.7K	0.23%	105
2025 Q3	$1.08M	Buy	22,849 +253	+1%	+$12K	0.29%	92
2025 Q2	$1.07M	Buy	22,596 +248	+1%	+$11.7K	0.31%	90
2025 Q1	$1.06M	Buy	22,348 +172	+0.8%	+$8.08K	0.33%	85
2024 Q4	$1.04M	Buy	22,176 +379	+2%	+$17.8K	0.33%	83
2024 Q3	$1.03M	Buy	21,797 +287	+1%	+$13.6K	0.32%	88
2024 Q2	$1.01M	Buy	+21,510	New	+$1.01M	0.34%	82

Other funds holding STOT

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Saiph Capital Wyckoff, New Jersey $334M AUM 15.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MSH Capital Advisors's STOT Position: Q1 2026 in Review

MSH Capital Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2026, closing a stake of 23,201 shares — an estimated $1.1M sold.

MSH Capital Advisors first reported a position in STOT in Q2 2024 and held it in 7 quarters. The position peaked at $1.1M in Q4 2025. 66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

MSH Capital Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
MSH Capital Advisors sold 23,201 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2026, an estimated $1.1M.
MSH Capital Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2024 and held it in 7 quarters.
MSH Capital Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.1M 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 MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.