Center For Asset Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Center For Asset Management’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	$225K	Buy	+5,654	New	+$227K	0.11%	139
2025 Q1	–	Sell	-6,003	Closed	-$236K	–	134
2024 Q4	$236K	Sell	6,003 -1,003	-14%	-$40.3K	0.15%	108
2024 Q3	$290K	Buy	7,006 +1,266	+22%	+$51.7K	0.17%	101
2024 Q2	$228K	Buy	5,740 +2	+0%	+$79	0.15%	109
2024 Q1	$230K	Sell	5,738 -326	-5%	-$13K	0.19%	93
2023 Q4	$244K	Buy	6,064 +121	+2%	+$4.69K	0.22%	92
2023 Q3	$230K	Sell	5,943 -588	-9%	-$23.3K	0.23%	91
2023 Q2	$265K	Sell	6,531 -1,067	-14%	-$43.4K	0.25%	86
2023 Q1	$312K	Buy	7,598 +556	+8%	+$22.7K	0.3%	80
2022 Q4	$282K	Buy	7,042 +39	+0.6%	+$1.56K	0.26%	93
2022 Q3	$281K	Sell	7,003 -6,451	-48%	-$271K	0.28%	91
2022 Q2	$567K	Sell	13,454 -4,235	-24%	-$182K	0.53%	49
2022 Q1	$792K	Sell	17,689 -8,371	-32%	-$385K	0.61%	35
2021 Q4	$1.23M	Sell	26,060 -2,917	-10%	-$139K	0.91%	29
2021 Q3	$1.4M	Buy	28,977 +2,556	+10%	+$124K	1.18%	25
2021 Q2	$1.28M	Buy	26,421 +4,422	+20%	+$214K	1.1%	24
2021 Q1	$1.06M	Sell	21,999 -814	-4%	-$39.8K	1.02%	27
2020 Q4	$1.12M	Buy	+22,813	New	+$1.13M	1.12%	24

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Center For Asset Management's TOTL Position: Q1 2026 in Review

Center For Asset Management opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2026: 5,654 shares worth $225K. The stake represents 0.11% of the portfolio and ranks #139 among its holdings. This is a return to the name: Center For Asset Management previously reported a position in TOTL as recently as Q4 2024.

Center For Asset Management first reported a position in TOTL in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.4M in Q3 2021. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

Center For Asset Management held 5,654 shares of State Street DoubleLine Total Return Tactical ETF worth $225K as of Q1 2026.
State Street DoubleLine Total Return Tactical ETF was a new Center For Asset Management position in Q1 2026.
State Street DoubleLine Total Return Tactical ETF made up 0.11% of Center For Asset Management's portfolio in Q1 2026, its #139 holding.
Center For Asset Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and has held it in 18 quarters since.
Center For Asset Management's State Street DoubleLine Total Return Tactical ETF position peaked at $1.4M in Q3 2021.
355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.