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

Collaborative Wealth Management's TOTL Position: Q2 2026 in Review

Collaborative Wealth Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 1.2% in Q2 2026, selling an estimated $3.16K and leaving 6,602 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #138.

Collaborative Wealth Management first reported a position in TOTL in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q4 2021. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

• Collaborative Wealth Management held 6,602 shares of State Street DoubleLine Total Return Tactical ETF worth $261K as of Q2 2026.
• Collaborative Wealth Management sold 80 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $3.16K.
• State Street DoubleLine Total Return Tactical ETF made up 0.11% of Collaborative Wealth Management's portfolio in Q2 2026, its #138 holding.
• Collaborative Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2021 and has held it in 19 quarters since.
• Collaborative Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $1.9M in Q4 2021.
• 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.