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

Strategic Wealth 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	$28.5K	Hold	604	–	–	﹤0.01%	630
2025 Q4	$28.6K	Hold	604	–	–	﹤0.01%	627
2025 Q3	$28.6K	Hold	604	–	–	﹤0.01%	659
2025 Q2	$28.6K	Buy	+604	New	+$28.4K	﹤0.01%	589
2019 Q2	–	Sell	-304	Closed	-$15K	–	815
2019 Q1	$15K	Hold	304	–	–	0.01%	429
2018 Q4	$15K	Hold	304	–	–	0.01%	397
2018 Q3	$15K	Hold	304	–	–	0.01%	398
2018 Q2	$15K	Hold	304	–	–	0.01%	469
2018 Q1	$15K	Buy	+304	New	+$14.9K	0.01%	434

Other funds holding STOT

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 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

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 $564B AUM 30.12% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return

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