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

Clarus 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
2019 Q2	–	Sell	-200	Closed	-$10K	–	700
2019 Q1	$10K	Hold	200	–	–	0.01%	526
2018 Q4	$9K	Hold	200	–	–	0.01%	531
2018 Q3	$9K	Hold	200	–	–	0.01%	556
2018 Q2	$10K	Buy	+200	New	+$9.5K	0.01%	530

Other funds holding TOTL

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Clarus Wealth Advisors's TOTL Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2019, closing a stake of 200 shares — an estimated $10K sold.

Clarus Wealth Advisors first reported a position in TOTL in Q2 2018 and held it in 4 quarters. The position peaked at $10K in Q1 2019. 290 funds tracked by Wall St. Rank hold TOTL as of Q2 2019.

Clarus Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 200 State Street DoubleLine Total Return Tactical ETF shares in Q2 2019, an estimated $10K.
Clarus Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $10K in Q1 2019.
290 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.