AIFAIM
TOTL icon

American Institute for Advanced Investment Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

American Institute for Advanced Investment Management’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 		$923K Buy
23,394
+632
+3% +$25K 0.53% 59
2026
Q1 		$904K Buy
22,762
+4,012
+21% +$161K 0.59% 51
2025
Q4 		$755K Buy
18,750
+175
+0.9% +$7.09K 0.49% 58
2025
Q3 		$754K Buy
18,575
+1,573
+9% +$63.2K 0.49% 59
2025
Q2 		$682K Buy
17,002
+375
+2% +$14.9K 0.48% 58
2025
Q1 		$670K Buy
16,627
+2,512
+18% +$99.9K 0.51% 56
2024
Q4 		$556K Buy
14,115
+2,235
+19% +$89.8K 0.41% 72
2024
Q3 		$492K Buy
11,880
+4,879
+70% +$199K 0.35% 74
2024
Q2 		$278K Buy
7,001
+275
+4% +$10.8K 0.21% 110
2024
Q1 		$269K Buy
+6,726
New +$268K 0.21% 112

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

American Institute for Advanced Investment Management's TOTL Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.8% in Q2 2026, buying an estimated $25K and bringing the position to 23,394 shares worth $923K. The position accounts for 0.53% of the portfolio, ranked #59.

American Institute for Advanced Investment Management first reported a position in TOTL in Q1 2024 and has held it in 10 quarters since. 237 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • American Institute for Advanced Investment Management held 23,394 shares of State Street DoubleLine Total Return Tactical ETF worth $923K as of Q2 2026.
  • American Institute for Advanced Investment Management bought 632 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $25K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.53% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #59 holding.
  • American Institute for Advanced Investment Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2024 and has held it in 10 quarters since.
  • 237 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.