Action Point Financial Planning’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Action Point Financial Planning’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	$13.3K	Buy	+336	New	+$13.3K	﹤0.01%	1326

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

Action Point Financial Planning's TOTL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 336 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings.

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

Action Point Financial Planning held 336 shares of State Street DoubleLine Total Return Tactical ETF worth $13.3K as of Q2 2026.
State Street DoubleLine Total Return Tactical ETF was a new Action Point Financial Planning position in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1326 holding.
368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.