49 Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

49 Wealth Management’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	$323K	Buy	+8,194	New	+$324K	0.06%	131

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

49 Wealth Management's TOTL Position: Q2 2026 in Review

49 Wealth Management opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 8,194 shares worth $323K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings.

368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

49 Wealth Management held 8,194 shares of State Street DoubleLine Total Return Tactical ETF worth $323K as of Q2 2026.
State Street DoubleLine Total Return Tactical ETF was a new 49 Wealth Management position in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up 0.06% of 49 Wealth Management's portfolio in Q2 2026, its #131 holding.
368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.