1IA
TOTL icon

1620 Investment Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

1620 Investment Advisors’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Sell
37,480
-1,562
-4% -$61.7K 0.92% 22
2026
Q1 		$1.55M Sell
39,042
-45
-0.1% -$1.81K 1.05% 19
2025
Q4 		$1.57M Sell
39,087
-3,275
-8% -$133K 1.05% 19
2025
Q3 		$1.72M Sell
42,362
-532
-1% -$21.4K 1.17% 18
2025
Q2 		$1.72M Buy
42,894
+2,204
+5% +$87.6K 1.22% 16
2025
Q1 		$1.64M Buy
40,690
+785
+2% +$31.2K 1.25% 14
2024
Q4 		$1.57M Sell
39,905
-241
-0.6% -$9.68K 1.19% 14
2024
Q3 		$1.66M Sell
40,146
-977
-2% -$39.9K 1.2% 15
2024
Q2 		$1.63M Buy
41,123
+4,431
+12% +$175K 1.25% 15
2024
Q1 		$1.47M Buy
36,692
+1,051
+3% +$41.9K 1.48% 15
2023
Q4 		$1.43M Sell
35,641
-1,658
-4% -$64.2K 1.57% 14
2023
Q3 		$1.44M Buy
37,299
+421
+1% +$16.7K 1.63% 12
2023
Q2 		$1.5M Buy
36,878
+480
+1% +$19.5K 1.62% 14
2023
Q1 		$1.49M Buy
36,398
+1,674
+5% +$68.3K 1.8% 10
2022
Q4 		$1.39M Buy
34,724
+29,299
+540% +$1.17M 1.68% 11
2022
Q3 		$218K Buy
+5,425
New +$228K 0.32% 104

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

1620 Investment Advisors's TOTL Position: Q2 2026 in Review

1620 Investment Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 4% in Q2 2026, selling an estimated $61.7K and leaving 37,480 shares worth $1.48M. The position accounts for 0.92% of the portfolio, ranked #22.

1620 Investment Advisors first reported a position in TOTL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.72M in Q2 2025. 53 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • 1620 Investment Advisors held 37,480 shares of State Street DoubleLine Total Return Tactical ETF worth $1.48M as of Q2 2026.
  • 1620 Investment Advisors sold 1,562 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $61.7K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.92% of 1620 Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • 1620 Investment Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2022 and has held it in 16 quarters since.
  • 1620 Investment Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $1.72M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.