Atria Wealth Solutions’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-32,204	Closed	-$1.3M	–	1893
2025 Q1	$1.3M	Buy	32,204 +7,668	+31%	+$305K	0.02%	788
2024 Q4	$966K	Sell	24,536 -67,700	-73%	-$2.72M	0.01%	936
2024 Q3	$3.82M	Buy	92,236 +9,429	+11%	+$385K	0.04%	416
2024 Q2	$3.29M	Buy	82,807 +57,614	+229%	+$2.27M	0.04%	457
2024 Q1	$1.01M	Buy	25,193 +1,553	+7%	+$61.9K	0.01%	905
2023 Q4	$952K	Buy	23,640 +7,536	+47%	+$292K	0.01%	878
2023 Q3	$622K	Buy	16,104 +1,344	+9%	+$53.3K	0.01%	1031
2023 Q2	$599K	Buy	14,760 +1,130	+8%	+$46K	0.01%	1069
2023 Q1	$559K	Buy	13,630 +5,472	+67%	+$223K	0.01%	1065
2022 Q4	$327K	Buy	+8,158	New	+$327K	0.01%	1317
2022 Q3	–	Sell	-7,604	Closed	-$321K	–	1855
2022 Q2	$321K	Sell	7,604 -550	-7%	-$23.7K	0.01%	1178
2022 Q1	$365K	Buy	+8,154	New	+$375K	0.01%	1226

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Atria Wealth Solutions's TOTL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2025, closing a stake of 32,204 shares — an estimated $1.3M sold.

Atria Wealth Solutions first reported a position in TOTL in Q1 2022 and held it in 12 quarters. The position peaked at $3.82M in Q3 2024. 340 funds tracked by Wall St. Rank hold TOTL as of Q2 2025.

Atria Wealth Solutions reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 32,204 State Street DoubleLine Total Return Tactical ETF shares in Q2 2025, an estimated $1.3M.
Atria Wealth Solutions first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's State Street DoubleLine Total Return Tactical ETF position peaked at $3.82M in Q3 2024.
340 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.