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

B. Riley 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
2022 Q2	$453K	Buy	10,749 +718	+7%	+$30.9K	0.05%	315
2022 Q1	$449K	Sell	10,031 -15,206	-60%	-$699K	0.03%	351
2021 Q4	$1.2M	Sell	25,237 -3,003	-11%	-$143K	0.08%	211
2021 Q3	$1.36M	Buy	28,240 +298	+1%	+$14.4K	0.1%	187
2021 Q2	$1.35M	Buy	27,942 +196	+0.7%	+$9.48K	0.15%	143
2021 Q1	$1.34M	Sell	27,746 -2,497	-8%	-$122K	0.16%	129
2020 Q4	$1.49M	Buy	30,243 +401	+1%	+$19.8K	0.19%	110
2020 Q3	$1.47M	Buy	29,842 +1,220	+4%	+$60.5K	0.17%	114
2020 Q2	$1.42M	Sell	28,622 -93	-0.3%	-$4.56K	0.16%	131
2020 Q1	$1.38M	Sell	28,715 -421	-1%	-$20.7K	0.14%	137
2019 Q4	$1.43M	Buy	29,136 +270	+0.9%	+$13.2K	0.21%	107
2019 Q3	$1.42M	Buy	28,866 +2,677	+10%	+$132K	0.25%	93
2019 Q2	$1.28M	Sell	26,189 -685	-3%	-$33.2K	0.2%	99
2019 Q1	$1.3M	Buy	26,874 +4,289	+19%	+$205K	0.23%	100
2018 Q4	$1.07M	Buy	22,585 +2,478	+12%	+$116K	0.22%	106
2018 Q3	$950K	Buy	+20,107	New	+$953K	0.23%	97

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

CAI

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

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

BCI

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

B. Riley Wealth Management's TOTL Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 7.2% in Q2 2022, buying an estimated $30.9K and bringing the position to 10,749 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #315.

B. Riley Wealth Management first reported a position in TOTL in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.49M in Q4 2020. 325 funds tracked by Wall St. Rank hold TOTL as of Q2 2022.

B. Riley Wealth Management held 10,749 shares of State Street DoubleLine Total Return Tactical ETF worth $453K as of Q2 2022.
B. Riley Wealth Management bought 718 State Street DoubleLine Total Return Tactical ETF shares in Q2 2022, an estimated $30.9K.
State Street DoubleLine Total Return Tactical ETF made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #315 holding.
B. Riley Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2018 and has held it in 16 quarters since.
B. Riley Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $1.49M in Q4 2020.
325 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.