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Sanctuary Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Sanctuary Advisors’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 		$3.39M Buy
71,976
+24,527
+52% +$1.16M 0.02% 692
2025
Q4 		$2.24M Buy
47,449
+2,015
+4% +$95.4K 0.01% 868
2025
Q3 		$2.15M Buy
45,434
+10,232
+29% +$484K 0.01% 851
2025
Q2 		$1.67M Buy
35,202
+2,222
+7% +$105K 0.01% 937
2025
Q1 		$1.56M Buy
32,980
+1,252
+4% +$58.8K 0.01% 895
2024
Q4 		$1.49M Buy
31,728
+4,278
+16% +$201K 0.01% 1027
2024
Q3 		$1.29M Buy
+27,450
New +$1.3M 0.01% 1122

Other funds holding STOT

FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
SC
Saiph Capital Wyckoff, New Jersey $264M AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return