All Terrain Financial Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

All Terrain Financial Advisors’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 Q1	$2.19M	Buy	55,054 +1,137	+2%	+$45.7K	0.51%	35
2025 Q4	$2.17M	Buy	53,917 +954	+2%	+$38.6K	0.5%	36
2025 Q3	$2.15M	Sell	52,963 -271	-0.5%	-$10.9K	0.54%	33
2025 Q2	$2.14M	Buy	53,234 +2,586	+5%	+$103K	0.61%	28
2025 Q1	$2.04M	Buy	50,648 +3,477	+7%	+$138K	0.64%	29
2024 Q4	$1.86M	Buy	47,171 +649	+1%	+$26.1K	0.61%	30
2024 Q3	$1.93M	Buy	46,522 +11,489	+33%	+$469K	0.71%	33
2024 Q2	$1.39M	Buy	35,033 +5,796	+20%	+$229K	0.55%	38
2024 Q1	$1.17M	Sell	29,237 -899	-3%	-$35.8K	0.46%	41
2023 Q4	$1.21M	Sell	30,136 -1,519	-5%	-$58.9K	0.46%	39
2023 Q3	$1.22M	Sell	31,655 -1,645	-5%	-$65.3K	0.51%	40
2023 Q2	$1.35M	Sell	33,300 -902	-3%	-$36.7K	0.51%	39
2023 Q1	$1.4M	Buy	34,202 +6,665	+24%	+$272K	0.58%	36
2022 Q4	$1.1M	Sell	27,537 -7,919	-22%	-$317K	0.49%	39
2022 Q3	$1.43M	Sell	35,456 -2,182	-6%	-$91.7K	0.61%	31
2022 Q2	$1.59M	Sell	37,638 -2,564	-6%	-$110K	0.68%	30
2022 Q1	$1.8M	Sell	40,202 -617	-2%	-$28.4K	0.73%	31
2021 Q4	$1.93M	Buy	40,819 +3,686	+10%	+$176K	0.79%	29
2021 Q3	$1.79M	Buy	37,133 +3,194	+9%	+$155K	0.78%	32
2021 Q2	$1.64M	Buy	33,939 +6,136	+22%	+$297K	0.75%	34
2021 Q1	$1.34M	Buy	27,803 +2,046	+8%	+$99.9K	0.61%	36
2020 Q4	$1.27M	Buy	25,757 +2,803	+12%	+$138K	0.5%	34
2020 Q3	$1.13M	Buy	22,954 +547	+2%	+$27.1K	0.39%	43
2020 Q2	$1.11M	Buy	22,407 +638	+3%	+$31.3K	0.46%	43
2020 Q1	$1.04M	Buy	21,769 +13,305	+157%	+$653K	0.42%	48
2019 Q4	$415K	Buy	8,464 +1,362	+19%	+$66.7K	0.13%	91
2019 Q3	$350K	Buy	7,102 +70	+1%	+$3.44K	0.12%	101
2019 Q2	$345K	Buy	7,032 +868	+14%	+$42K	0.12%	101
2019 Q1	$298K	Buy	6,164 +1,067	+21%	+$51K	0.1%	119
2018 Q4	$241K	Buy	5,097 +101	+2%	+$4.75K	0.1%	123
2018 Q3	$236K	Buy	4,996 +152	+3%	+$7.21K	0.1%	136
2018 Q2	$230K	Buy	4,844 +1	+0%	+$47	0.1%	139
2018 Q1	$232K	Sell	4,843 -151	-3%	-$7.25K	0.11%	137
2017 Q4	$243K	Buy	+4,994	New	+$244K	0.11%	141

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SEIA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

All Terrain Financial Advisors's TOTL Position: Q1 2026 in Review

All Terrain Financial Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.1% in Q1 2026, buying an estimated $45.7K and bringing the position to 55,054 shares worth $2.19M. The position accounts for 0.51% of the portfolio, ranked #35.

All Terrain Financial Advisors first reported a position in TOTL in Q4 2017 and has held it in 34 quarters since. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

All Terrain Financial Advisors held 55,054 shares of State Street DoubleLine Total Return Tactical ETF worth $2.19M as of Q1 2026.
All Terrain Financial Advisors bought 1,137 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $45.7K.
State Street DoubleLine Total Return Tactical ETF made up 0.51% of All Terrain Financial Advisors's portfolio in Q1 2026, its #35 holding.
All Terrain Financial Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2017 and has held it in 34 quarters since.
355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.