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Rose Capital Advisors LLC’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Rose Capital Advisors LLC’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 		$7.73M Buy
+195,822
New +$7.74M 3.87% 5

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
MFA
Morling Financial Advisors Fremont, California $360M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rose Capital Advisors LLC's TOTL Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 195,822 shares worth $7.73M. The stake represents 3.87% of the portfolio and ranks #5 among its holdings.

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

  • Rose Capital Advisors LLC held 195,822 shares of State Street DoubleLine Total Return Tactical ETF worth $7.73M as of Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF was a new Rose Capital Advisors LLC position in Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF made up 3.87% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #5 holding.
  • 223 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.