Apollon Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,662
Closed -$473K 994
2023
Q2
$473K Buy
11,662
+6,623
+131% +$270K 0.02% 605
2023
Q1
$207K Buy
+5,039
New +$206K 0.01% 785

Other funds holding TOTL

Apollon Wealth Management's TOTL Position: Q3 2023 in Review

Apollon Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2023, closing a stake of 11,662 shares — an estimated $473K sold.

Apollon Wealth Management first reported a position in TOTL in Q1 2023 and held it in 2 quarters. The position peaked at $473K in Q2 2023. 309 funds tracked by Wall St. Rank hold TOTL as of Q3 2023.

  • Apollon Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 11,662 State Street DoubleLine Total Return Tactical ETF shares in Q3 2023, an estimated $473K.
  • Apollon Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2023 and held it in 2 quarters.
  • Apollon Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $473K in Q2 2023.
  • 309 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.