Atlas Private Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-325	Closed	-$16K	–	641
2021 Q3	$16K	Hold	325	–	–	0.01%	396
2021 Q2	$16K	Hold	325	–	–	0.01%	398
2021 Q1	$16K	Hold	325	–	–	0.01%	424
2020 Q4	$16K	Hold	325	–	–	0.01%	368
2020 Q3	$16K	Hold	325	–	–	0.01%	341
2020 Q2	$16K	Buy	+325	New	+$15.9K	0.01%	353

Other funds holding TOTL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Atlas Private Wealth Advisors's TOTL Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2021, closing a stake of 325 shares — an estimated $16K sold.

Atlas Private Wealth Advisors first reported a position in TOTL in Q2 2020 and held it in 6 quarters. The position peaked at $16K in Q3 2021. 364 funds tracked by Wall St. Rank hold TOTL as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 325 State Street DoubleLine Total Return Tactical ETF shares in Q4 2021, an estimated $16K.
Atlas Private Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $16K in Q3 2021.
364 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.