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

BlueChip 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
2026 Q1	–	Sell	-20,524	Closed	-$826K	–	167
2025 Q4	$826K	Buy	20,524 +12,753	+164%	+$516K	0.35%	52
2025 Q3	$315K	Sell	7,771 -12,753	-62%	-$512K	0.13%	114
2025 Q2	$823K	Sell	20,524 -350	-2%	-$13.9K	0.37%	56
2025 Q1	$841K	Buy	20,874 +13,103	+169%	+$521K	0.41%	50
2024 Q4	$306K	Sell	7,771 -21,969	-74%	-$882K	0.17%	99
2024 Q3	$1.23M	Buy	29,740 +574	+2%	+$23.4K	0.64%	37
2024 Q2	$1.16M	Sell	29,166 -961	-3%	-$37.9K	0.68%	35
2024 Q1	$1.21M	Hold	30,127	–	–	0.78%	32
2023 Q4	$1.21M	Buy	+30,127	New	+$1.17M	0.85%	28

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BlueChip Wealth Advisors's TOTL Position: Q1 2026 in Review

BlueChip Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2026, closing a stake of 20,524 shares — an estimated $826K sold.

BlueChip Wealth Advisors first reported a position in TOTL in Q4 2023 and held it in 9 quarters. The position peaked at $1.23M in Q3 2024. 361 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

BlueChip Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
BlueChip Wealth Advisors sold 20,524 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $826K.
BlueChip Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2023 and held it in 9 quarters.
BlueChip Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $1.23M in Q3 2024.
361 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.