CTC
TOTL icon

Central Trust Company’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Central Trust Company’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
2025
Q2 		– Sell
-665
Closed -$26.8K – 1486
2025
Q1 		$26.8K Buy
+665
New +$26.4K ﹤0.01% 923

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Central Trust Company's TOTL Position: Q2 2025 in Review

Central Trust Company sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2025, closing a stake of 665 shares — an estimated $26.8K sold.

Central Trust Company first reported a position in TOTL in Q1 2025 and held it in 1 quarter. The position peaked at $26.8K in Q1 2025. 338 funds tracked by Wall St. Rank hold TOTL as of Q2 2025.

  • Central Trust Company reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
  • Central Trust Company sold 665 State Street DoubleLine Total Return Tactical ETF shares in Q2 2025, an estimated $26.8K.
  • Central Trust Company first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2025 and held it in 1 quarter.
  • Central Trust Company's State Street DoubleLine Total Return Tactical ETF position peaked at $26.8K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2025.

Based on Central Trust Company's 13F filing for Q2 2025, filed 7 Aug 2025.