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 Q1	$214K	Buy	+4,547	New	+$215K	0.01%	316

Other funds holding STOT

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return

Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Root Financial Partners's STOT Position: Q1 2026 in Review

Root Financial Partners opened a new position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2026: 4,547 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings.

66 funds tracked by Wall St. Rank hold STOT as of Q1 2026.

Root Financial Partners held 4,547 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $214K as of Q1 2026.
State Street DoubleLine Short Duration Total Return Tactical ETF was a new Root Financial Partners position in Q1 2026.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #316 holding.
66 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.