CTWM
TOTL icon

Cherry Tree Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Cherry Tree Wealth 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 		$284K Sell
7,138
-954
-12% -$38.4K 0.06% 137
2025
Q4 		$326K Buy
8,092
+1,000
+14% +$40.5K 0.07% 124
2025
Q3 		$288K Sell
7,092
-271
-4% -$10.9K 0.06% 135
2025
Q2 		$295K Hold
7,363
– – 0.07% 130
2025
Q1 		$297K Hold
7,363
– – 0.07% 130
2024
Q4 		$290K Hold
7,363
– – 0.07% 132
2024
Q3 		$305K Buy
7,363
+482
+7% +$19.7K 0.07% 136
2024
Q2 		$273K Sell
6,881
-733
-10% -$28.9K 0.07% 139
2024
Q1 		$305K Hold
7,614
– – 0.08% 132
2023
Q4 		$306K Hold
7,614
– – 0.08% 124
2023
Q3 		$294K Hold
7,614
– – 0.09% 116
2023
Q2 		$309K Buy
+7,614
New +$310K 0.09% 114

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $1.89B AUM 11.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
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