Blueprint Investment Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Blueprint Investment Partners’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	$403K	Buy	+10,209	New	+$403K	0.03%	141
2024 Q4	–	Sell	-5,457	Closed	-$226K	–	216
2024 Q3	$226K	Buy	+5,457	New	+$223K	0.04%	155

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

Blueprint Investment Partners's TOTL Position: Q2 2026 in Review

Blueprint Investment Partners opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 10,209 shares worth $403K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: Blueprint Investment Partners previously reported a position in TOTL as recently as Q3 2024.

Blueprint Investment Partners first reported a position in TOTL in Q3 2024 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Blueprint Investment Partners held 10,209 shares of State Street DoubleLine Total Return Tactical ETF worth $403K as of Q2 2026.
State Street DoubleLine Total Return Tactical ETF was a new Blueprint Investment Partners position in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up 0.03% of Blueprint Investment Partners's portfolio in Q2 2026, its #141 holding.
Blueprint Investment Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and has held it in 2 quarters since.
369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.