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

Wealthcare Advisory 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 Q2	$1.71M	Sell	36,252 -3,640	-9%	-$171K	0.03%	388
2026 Q1	$1.88M	Buy	39,892 +721	+2%	+$34.1K	0.04%	382
2025 Q4	$1.85M	Buy	39,171 +7,463	+24%	+$353K	0.04%	382
2025 Q3	$1.5M	Buy	31,708 +1,585	+5%	+$75K	0.03%	400
2025 Q2	$1.43M	Buy	+30,123	New	+$1.42M	0.03%	406

Other funds holding STOT

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $207M AUM 15.48% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

PCMU

Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Wealthcare Advisory Partners's STOT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) stake by 9.1% in Q2 2026, selling an estimated $171K and leaving 36,252 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #388.

Wealthcare Advisory Partners first reported a position in STOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q1 2026. 17 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

Wealthcare Advisory Partners held 36,252 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $1.71M as of Q2 2026.
Wealthcare Advisory Partners sold 3,640 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q2 2026, an estimated $171K.
State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #388 holding.
Wealthcare Advisory Partners first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2025 and has held it in 5 quarters since.
Wealthcare Advisory Partners's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.88M in Q1 2026.
17 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.