Wealth Enhancement Advisory Services
STOT icon

Wealth Enhancement Advisory Services’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$373K Buy
+8,072
New +$377K ﹤0.01% 3122

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Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's STOT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q3 2026: 8,072 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #3122 among its holdings.

8 funds tracked by Wall St. Rank hold STOT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 8,072 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $373K as of Q3 2026.
  • State Street DoubleLine Short Duration Total Return Tactical ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3122 holding.
  • 8 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.