ARS Wealth Advisors Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

ARS Wealth Advisors Group’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 Q3	$8.52M	Buy	227,775 +95,330	+72%	+$3.68M	0.62%	39
2026 Q2	$5.23M	Buy	132,445 +82,192	+164%	+$3.25M	0.41%	47
2026 Q1	$2M	Buy	+50,253	New	+$2.02M	0.17%	65

Other funds holding TOTL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Morling Financial Advisors Fremont, California $374M AUM 9.53% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

ARS Wealth Advisors Group's TOTL Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 72% in Q3 2026, buying an estimated $3.68M and bringing the position to 227,775 shares worth $8.52M. The position accounts for 0.62% of the portfolio, ranked #39.

ARS Wealth Advisors Group first reported a position in TOTL in Q1 2026 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold TOTL as of Q3 2026.

ARS Wealth Advisors Group held 227,775 shares of State Street DoubleLine Total Return Tactical ETF worth $8.52M as of Q3 2026.
ARS Wealth Advisors Group bought 95,330 State Street DoubleLine Total Return Tactical ETF shares in Q3 2026, an estimated $3.68M.
State Street DoubleLine Total Return Tactical ETF made up 0.62% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #39 holding.
ARS Wealth Advisors Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2026 and has held it in 3 quarters since.
194 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.