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

OakTrust Wealth 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 Q2	$1.29M	Buy	+27,474	New	+$1.29M	1.11%	19

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

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

OakTrust Wealth Advisors opened a new position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2026: 27,474 shares worth $1.29M. The stake represents 1.11% of the portfolio and ranks #19 among its holdings.

71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

OakTrust Wealth Advisors held 27,474 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $1.29M as of Q2 2026.
State Street DoubleLine Short Duration Total Return Tactical ETF was a new OakTrust Wealth Advisors position in Q2 2026.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 1.11% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #19 holding.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.