AIA
TOTL icon

Alternative Investment Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Alternative Investment 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
2023
Q4 		– Sell
-85,350
Closed -$3.3M – 57
2023
Q3 		$3.3M Buy
+85,350
New +$3.39M 2.31% 14

Other funds holding TOTL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alternative Investment Advisors's TOTL Position: Q4 2023 in Review

Alternative Investment Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2023, closing a stake of 85,350 shares — an estimated $3.3M sold.

Alternative Investment Advisors first reported a position in TOTL in Q3 2023 and held it in 1 quarter. The position peaked at $3.3M in Q3 2023. 322 funds tracked by Wall St. Rank hold TOTL as of Q4 2023.

  • Alternative Investment Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2023 after selling out during the quarter.
  • Alternative Investment Advisors sold 85,350 State Street DoubleLine Total Return Tactical ETF shares in Q4 2023, an estimated $3.3M.
  • Alternative Investment Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2023 and held it in 1 quarter.
  • Alternative Investment Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $3.3M in Q3 2023.
  • 322 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2023.

Based on Alternative Investment Advisors's 13F filing for Q4 2023, filed 11 Dec 2024.