BRWA
TOTL icon

B. Riley Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

B. Riley 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
2022
Q4 		– Sell
-9,564
Closed -$385K – 1587
2022
Q3 		$385K Buy
+9,564
New +$402K 0.01% 881

Other funds holding TOTL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

B. Riley Wealth Advisors's TOTL Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2022, closing a stake of 9,564 shares — an estimated $385K sold.

B. Riley Wealth Advisors first reported a position in TOTL in Q3 2022 and held it in 1 quarter. The position peaked at $385K in Q3 2022. 331 funds tracked by Wall St. Rank hold TOTL as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,564 State Street DoubleLine Total Return Tactical ETF shares in Q4 2022, an estimated $385K.
  • B. Riley Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $385K in Q3 2022.
  • 331 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.