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NorthRock Partners’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

NorthRock Partners’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
2025
Q2 		– Sell
-35
Closed -$1.65K – 906
2025
Q1 		$1.65K Buy
+35
New +$1.64K ﹤0.01% 832

Other funds holding STOT

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

NorthRock Partners's STOT Position: Q2 2025 in Review

NorthRock Partners sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2025, closing a stake of 35 shares — an estimated $1.65K sold.

NorthRock Partners first reported a position in STOT in Q1 2025 and held it in 1 quarter. The position peaked at $1.65K in Q1 2025. 65 funds tracked by Wall St. Rank hold STOT as of Q2 2025.

  • NorthRock Partners reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 35 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2025, an estimated $1.65K.
  • NorthRock Partners first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2025 and held it in 1 quarter.
  • NorthRock Partners's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.65K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.