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

Atlas Private Wealth Management’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 Q2	–	Sell	-306	Closed	-$15K	–	343
2021 Q1	$15K	Sell	306 -20	-6%	-$977	0.01%	281
2020 Q4	$16K	Hold	326	–	–	0.01%	278
2020 Q3	$16K	Hold	326	–	–	0.01%	279
2020 Q2	$16K	Hold	326	–	–	0.01%	292
2020 Q1	$16K	Hold	326	–	–	0.01%	273
2019 Q4	$16K	Buy	+326	New	+$16K	0.01%	309

Other funds holding TOTL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atlas Private Wealth Management's TOTL Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2021, closing a stake of 306 shares — an estimated $15K sold.

Atlas Private Wealth Management first reported a position in TOTL in Q4 2019 and held it in 6 quarters. The position peaked at $16K in Q4 2020. 355 funds tracked by Wall St. Rank hold TOTL as of Q2 2021.

Atlas Private Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 306 State Street DoubleLine Total Return Tactical ETF shares in Q2 2021, an estimated $15K.
Atlas Private Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $16K in Q4 2020.
355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.