Advyzon Investment Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.35M Buy
59,534
+6,565
+12% +$259K 0.17% 129
2026
Q1
$2.1M Buy
52,969
+2,844
+6% +$114K 0.19% 124
2025
Q4
$2.02M Buy
50,125
+12,039
+32% +$487K 0.23% 103
2025
Q3
$1.55M Buy
38,086
+1,960
+5% +$78.7K 0.27% 86
2025
Q2
$1.45M Sell
36,126
-3,144
-8% -$125K 0.32% 70
2025
Q1
$1.58M Sell
39,270
-2,734
-7% -$109K 0.56% 31
2024
Q4
$1.65M Buy
+42,004
New +$1.69M 0.64% 30

Other funds holding TOTL

Advyzon Investment Management's TOTL Position: Q2 2026 in Review

Advyzon Investment Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 12% in Q2 2026, buying an estimated $259K and bringing the position to 59,534 shares worth $2.35M. The position accounts for 0.17% of the portfolio, ranked #129.

Advyzon Investment Management first reported a position in TOTL in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Advyzon Investment Management held 59,534 shares of State Street DoubleLine Total Return Tactical ETF worth $2.35M as of Q2 2026.
  • Advyzon Investment Management bought 6,565 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $259K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.17% of Advyzon Investment Management's portfolio in Q2 2026, its #129 holding.
  • Advyzon Investment Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 7 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.