Pacific Center for Financial Services’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Pacific Center for Financial Services’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	$81.2K	Buy	1,726 +6	+0.3%	+$282	0.02%	170
2026 Q1	$81.1K	Buy	1,720 +14	+0.8%	+$662	0.02%	161
2025 Q4	$80.9K	Hold	1,706	–	–	0.02%	162
2025 Q3	$80.9K	Sell	1,706 -178	-9%	-$8.42K	0.02%	162
2025 Q2	$89.2K	Buy	1,884 +9	+0.5%	+$424	0.02%	146
2025 Q1	$88.6K	Buy	1,875 +6	+0.3%	+$282	0.02%	141
2024 Q4	$87.6K	Buy	1,869 +13	+0.7%	+$611	0.02%	148
2024 Q3	$88.1K	Sell	1,856 -406	-18%	-$19.2K	0.02%	142
2024 Q2	$106K	Sell	2,262 -154	-6%	-$7.2K	0.03%	128
2024 Q1	$114K	Buy	2,416 +10	+0.4%	+$469	0.03%	128
2023 Q4	$113K	Sell	2,406 -512	-18%	-$23.8K	0.04%	122
2023 Q3	$135K	Buy	2,918 +20	+0.7%	+$929	0.05%	102
2023 Q2	$135K	Buy	2,898 +19	+0.7%	+$882	0.04%	106
2023 Q1	$134K	Buy	+2,879	New	+$134K	0.05%	106
2022 Q3	$388K	Buy	8,435 +33	+0.4%	+$1.54K	0.15%	50
2022 Q2	$392K	Sell	8,402 -2,600	-24%	-$122K	0.16%	46
2022 Q1	$525K	Buy	11,002 +1,577	+17%	+$76.1K	0.19%	41
2021 Q4	$463K	Sell	9,425 -1,137	-11%	-$56K	0.19%	42
2021 Q3	$524K	Sell	10,562 -187	-2%	-$9.29K	0.23%	41
2021 Q2	$535K	Sell	10,749 -292	-3%	-$14.5K	0.23%	39
2021 Q1	$548K	Buy	+11,041	New	+$550K	0.26%	34

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

Pacific Center for Financial Services's STOT Position: Q2 2026 in Review

Pacific Center for Financial Services increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 0.35% in Q2 2026, buying an estimated $282 and bringing the position to 1,726 shares worth $81.2K. The position accounts for 0.02% of the portfolio, ranked #170.

Pacific Center for Financial Services first reported a position in STOT in Q1 2021 and has held it in 21 quarters since. The position peaked at $548K in Q1 2021. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Pacific Center for Financial Services held 1,726 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $81.2K as of Q2 2026.
Pacific Center for Financial Services bought 6 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $282.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.02% of Pacific Center for Financial Services's portfolio in Q2 2026, its #170 holding.
Pacific Center for Financial Services first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2021 and has held it in 21 quarters since.
Pacific Center for Financial Services's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $548K in Q1 2021.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.