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Planning Strategies’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Planning Strategies’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 		$15.8K Buy
+336
New +$15.8K 0.01% 268

Other funds holding STOT

LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
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
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
HA
Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SC
Saiph Capital Wyckoff, New Jersey $334M AUM 15.21% 1-Year Est. Return

Planning Strategies's STOT Position: Q2 2026 in Review

Planning Strategies opened a new position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2026: 336 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings.

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

  • Planning Strategies held 336 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $15.8K as of Q2 2026.
  • State Street DoubleLine Short Duration Total Return Tactical ETF was a new Planning Strategies position in Q2 2026.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #268 holding.
  • 69 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.