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

BDO 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	-50	Closed	-$2K	–	1149
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	960
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	1009
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	1018
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	795
2020 Q3	$2K	Buy	+50	New	+$2.48K	﹤0.01%	717
2019 Q4	–	Sell	-250	Closed	-$12K	–	641
2019 Q3	$12K	Hold	250	–	–	﹤0.01%	447
2019 Q2	$12K	Sell	250 -250	-50%	-$12.1K	﹤0.01%	434
2019 Q1	$24K	Hold	500	–	–	0.01%	354
2018 Q4	$24K	Sell	500 -1,317	-72%	-$61.9K	0.01%	322
2018 Q3	$86K	Hold	1,817	–	–	0.03%	230
2018 Q2	$86K	Hold	1,817	–	–	0.03%	231
2018 Q1	$87K	Hold	1,817	–	–	0.03%	193
2017 Q4	$88K	Buy	1,817 +637	+54%	+$31.2K	0.04%	159
2017 Q3	$58K	Hold	1,180	–	–	0.03%	185
2017 Q2	$58K	Buy	+1,180	New	+$58.1K	0.03%	223

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

BDO Wealth Advisors's TOTL Position: Q4 2021 in Review

BDO Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in TOTL in Q2 2017 and held it in 15 quarters. The position peaked at $88K in Q4 2017. 364 funds tracked by Wall St. Rank hold TOTL as of Q4 2021.

BDO Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2021 after selling out during the quarter.
BDO Wealth Advisors sold 50 State Street DoubleLine Total Return Tactical ETF shares in Q4 2021, an estimated $2K.
BDO Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2017 and held it in 15 quarters.
BDO Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $88K in Q4 2017.
364 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.