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Planning Strategies Inc.’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Planning Strategies Inc.’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 		$15.8K Buy
+336
New +$15.8K 0.01% 268

Other funds holding STOT

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
HA
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

Planning Strategies Inc.'s STOT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q2 2026: 336 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings.

25 funds tracked by Wall St. Rank hold STOT as of Q2 2026.

  • Planning Strategies Inc. held 336 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $15.8K as of Q2 2026.
  • State Street DoubleLine Short Duration Total Return Tactical ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #268 holding.
  • 25 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.