Ameriprise
TOTL icon

Ameriprise’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Ameriprise’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
2022
Q2 		– Sell
-8,435
Closed -$378K – 3996
2022
Q1 		$378K Buy
+8,435
New +$388K ﹤0.01% 3570
2018
Q4 		– Sell
-5,840
Closed -$276K – 3770
2018
Q3 		$276K Buy
+5,840
New +$277K ﹤0.01% 3464
2018
Q1 		– Sell
-19,165
Closed -$932K – 3692
2017
Q4 		$932K Buy
19,165
+3,528
+23% +$173K ﹤0.01% 3009
2017
Q3 		$770K Buy
+15,637
New +$771K ﹤0.01% 3063
2016
Q2 		– Sell
-8,178
Closed -$404K – 3845
2016
Q1 		$404K Buy
+8,178
New +$401K ﹤0.01% 3248

Other funds holding TOTL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return