Blue Zone Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
Blue Zone Wealth Advisors's TOTL Position: Q2 2026 in Review
Blue Zone Wealth Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 1.3% in Q2 2026, buying an estimated $5.97K and bringing the position to 12,114 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #82.
Blue Zone Wealth Advisors first reported a position in TOTL in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.1M in Q2 2020. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.
- Blue Zone Wealth Advisors held 12,114 shares of State Street DoubleLine Total Return Tactical ETF worth $478K as of Q2 2026.
- Blue Zone Wealth Advisors bought 151 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $5.97K.
- State Street DoubleLine Total Return Tactical ETF made up 0.08% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #82 holding.
- Blue Zone Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2019 and has held it in 27 quarters since.
- Blue Zone Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $14.1M in Q2 2020.
- 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.
Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.