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

Proficio Capital 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
2026 Q2	$823K	Sell	17,496 -231	-1%	-$10.9K	0.03%	228
2026 Q1	$835K	Hold	17,727	–	–	0.04%	142
2025 Q4	$838K	Hold	17,727	–	–	0.06%	136
2025 Q3	$840K	Hold	17,727	–	–	0.06%	106
2025 Q2	$839K	Sell	17,727 -84,555	-83%	-$3.98M	0.05%	175
2025 Q1	$4.83M	Sell	102,282 -31,288	-23%	-$1.47M	0.37%	54
2024 Q4	$6.26M	Buy	133,570 +46,698	+54%	+$2.2M	0.51%	38
2024 Q3	$4.12M	Buy	86,872 +53,217	+158%	+$2.51M	0.41%	46
2024 Q2	$1.58M	Sell	33,655 -3,225	-9%	-$151K	0.17%	78
2024 Q1	$1.73M	Buy	36,880 +21,930	+147%	+$1.03M	0.19%	75
2023 Q4	$700K	Buy	+14,950	New	+$695K	0.09%	122

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

Proficio Capital Partners's STOT Position: Q2 2026 in Review

Proficio Capital Partners reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 1.3% in Q2 2026, selling an estimated $10.9K and leaving 17,496 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #228.

Proficio Capital Partners first reported a position in STOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.26M in Q4 2024. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Proficio Capital Partners held 17,496 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $823K as of Q2 2026.
Proficio Capital Partners sold 231 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $10.9K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.03% of Proficio Capital Partners's portfolio in Q2 2026, its #228 holding.
Proficio Capital Partners first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2023 and has held it in 11 quarters since.
Proficio Capital Partners's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $6.26M in Q4 2024.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.