Walser Wealth Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
Other funds holding STOT
FIA
SIG
SWP
HA
Walser Wealth Management's STOT Position: Q2 2026 in Review
Walser Wealth Management increased its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 498% in Q2 2026, buying an estimated $1.13M and bringing the position to 28,923 shares worth $1.36M. The position accounts for 0.57% of the portfolio, ranked #41.
Walser Wealth Management first reported a position in STOT in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold STOT as of Q2 2026.
- Walser Wealth Management held 28,923 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $1.36M as of Q2 2026.
- Walser Wealth Management bought 24,083 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $1.13M.
- State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.57% of Walser Wealth Management's portfolio in Q2 2026, its #41 holding.
- Walser Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2026 and has held it in 2 quarters since.
- 71 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.
Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.