Asset One Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
CAI
CVM
Asset One Wealth Management's TOTL Position: Q2 2026 in Review
Asset One Wealth Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 6.6% in Q2 2026, selling an estimated $30.9K and leaving 10,989 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #238.
Asset One Wealth Management first reported a position in TOTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $499K in Q4 2025. 310 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.
- Asset One Wealth Management held 10,989 shares of State Street DoubleLine Total Return Tactical ETF worth $430K as of Q2 2026.
- Asset One Wealth Management sold 781 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $30.9K.
- State Street DoubleLine Total Return Tactical ETF made up 0.05% of Asset One Wealth Management's portfolio in Q2 2026, its #238 holding.
- Asset One Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and has held it in 3 quarters since.
- Asset One Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $499K in Q4 2025.
- 310 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.
Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.