Rothschild Investment LLC’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Rothschild Investment LLC’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	$2.12K	Hold	45	–	–	﹤0.01%	2734
2026 Q1	$2.12K	Hold	45	–	–	﹤0.01%	2538
2025 Q4	$2.13K	Hold	45	–	–	﹤0.01%	2331
2025 Q3	$2.13K	Hold	45	–	–	﹤0.01%	2191
2025 Q2	$2.13K	Hold	45	–	–	﹤0.01%	2032
2025 Q1	$2.13K	Hold	45	–	–	﹤0.01%	1859
2024 Q4	$2.11K	Hold	45	–	–	﹤0.01%	1770
2024 Q3	$2.14K	Hold	45	–	–	﹤0.01%	1684
2024 Q2	$2.11K	Hold	45	–	–	﹤0.01%	1378
2024 Q1	$2.12K	Hold	45	–	–	﹤0.01%	1209
2023 Q4	$2.11K	Buy	+45	New	+$2.09K	﹤0.01%	1141

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

Rothschild Investment LLC's STOT Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) position steady in Q2 2026 at 45 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Rothschild Investment LLC first reported a position in STOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.14K in Q3 2024. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Rothschild Investment LLC held 45 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $2.12K as of Q2 2026.
Rothschild Investment LLC left its State Street DoubleLine Short Duration Total Return Tactical ETF share count unchanged in Q2 2026.
State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2734 holding.
Rothschild Investment LLC 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.
Rothschild Investment LLC's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $2.14K in Q3 2024.
71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.