Bedel Financial Consulting’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bedel Financial Consulting’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
2026 Q2	$10.4M	Buy	264,075 +10,600	+4%	+$419K	0.98%	13
2026 Q1	$10.1M	Buy	253,475 +25,376	+11%	+$1.02M	1.13%	13
2025 Q4	$9.18M	Buy	228,099 +20,085	+10%	+$813K	0.99%	16
2025 Q3	$8.44M	Sell	208,014 -7,501	-3%	-$301K	1.08%	15
2025 Q2	$8.64M	Buy	215,515 +548	+0.3%	+$21.8K	1.18%	14
2025 Q1	$8.56M	Buy	214,967 +13,058	+6%	+$519K	1.23%	12
2024 Q4	$8.04M	Sell	201,909 -740	-0.4%	-$29.7K	1.12%	13
2024 Q3	$8.39M	Buy	202,649 +3,332	+2%	+$136K	1.18%	12
2024 Q2	$7.92M	Sell	199,317 -184	-0.1%	-$7.26K	1.16%	11
2024 Q1	$7.99M	Buy	199,501 +4,801	+2%	+$191K	1.25%	11
2023 Q4	$7.84M	Sell	194,700 -50,225	-21%	-$1.95M	1.44%	9
2023 Q3	$9.47M	Sell	244,925 -4,613	-2%	-$183K	1.92%	8
2023 Q2	$10.1M	Sell	249,538 -5,003	-2%	-$204K	2.11%	8
2023 Q1	$10.4M	Sell	254,541 -11,043	-4%	-$451K	2.54%	5
2022 Q4	$10.6M	Sell	265,584 -19,176	-7%	-$769K	2.64%	5
2022 Q3	$11.1M	Sell	284,760 -7,978	-3%	-$335K	2.93%	5
2022 Q2	$12.3M	Buy	+292,738	New	+$12.6M	3.61%	4

Other funds holding TOTL

SEIA

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

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

CAI

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Bedel Financial Consulting's TOTL Position: Q2 2026 in Review

Bedel Financial Consulting increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 4.2% in Q2 2026, buying an estimated $419K and bringing the position to 264,075 shares worth $10.4M. The position accounts for 0.98% of the portfolio, ranked #13.

Bedel Financial Consulting first reported a position in TOTL in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.3M in Q2 2022. 153 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Bedel Financial Consulting held 264,075 shares of State Street DoubleLine Total Return Tactical ETF worth $10.4M as of Q2 2026.
Bedel Financial Consulting bought 10,600 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $419K.
State Street DoubleLine Total Return Tactical ETF made up 0.98% of Bedel Financial Consulting's portfolio in Q2 2026, its #13 holding.
Bedel Financial Consulting first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2022 and has held it in 17 quarters since.
Bedel Financial Consulting's State Street DoubleLine Total Return Tactical ETF position peaked at $12.3M in Q2 2022.
153 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.