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

Root Financial 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	–	Sell	-4,547	Closed	-$214K	–	2832
2026 Q1	$214K	Buy	+4,547	New	+$215K	0.01%	316

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

Root Financial Partners's STOT Position: Q2 2026 in Review

Root Financial Partners sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2026, closing a stake of 4,547 shares — an estimated $214K sold.

Root Financial Partners first reported a position in STOT in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Root Financial Partners reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4,547 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $214K.
Root Financial Partners first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2026 and held it in 1 quarter.
Root Financial Partners's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $214K in Q1 2026.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.