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

Accel 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
2023 Q2	–	Sell	-920	Closed	-$37.7K	–	799
2023 Q1	$37.7K	Hold	920	–	–	0.02%	546
2022 Q4	$36.8K	Hold	920	–	–	0.02%	412
2022 Q3	$37K	Hold	920	–	–	0.02%	433
2022 Q2	$39K	Hold	920	–	–	0.02%	399
2022 Q1	$41K	Hold	920	–	–	0.02%	410
2021 Q4	$44K	Hold	920	–	–	0.02%	402
2021 Q3	$44K	Hold	920	–	–	0.03%	344
2021 Q2	$45K	Hold	920	–	–	0.03%	358
2021 Q1	$44K	Hold	920	–	–	0.04%	338
2020 Q4	$45K	Buy	+920	New	+$45.4K	0.04%	315

Other funds holding TOTL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Accel Wealth Management's TOTL Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2023, closing a stake of 920 shares — an estimated $37.7K sold.

Accel Wealth Management first reported a position in TOTL in Q4 2020 and held it in 10 quarters. The position peaked at $45K in Q2 2021. 314 funds tracked by Wall St. Rank hold TOTL as of Q2 2023.

Accel Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 920 State Street DoubleLine Total Return Tactical ETF shares in Q2 2023, an estimated $37.7K.
Accel Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $45K in Q2 2021.
314 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.