CGF
TOTL icon

Constant Guidance Financial’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Constant Guidance Financial’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
2024
Q1 		– Sell
-5,050
Closed -$203K – 48
2023
Q4 		$203K Buy
+5,050
New +$196K 0.21% 28

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Constant Guidance Financial's TOTL Position: Q1 2024 in Review

Constant Guidance Financial sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2024, closing a stake of 5,050 shares — an estimated $203K sold.

Constant Guidance Financial first reported a position in TOTL in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 323 funds tracked by Wall St. Rank hold TOTL as of Q1 2024.

  • Constant Guidance Financial reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2024 after selling out during the quarter.
  • Constant Guidance Financial sold 5,050 State Street DoubleLine Total Return Tactical ETF shares in Q1 2024, an estimated $203K.
  • Constant Guidance Financial first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2023 and held it in 1 quarter.
  • Constant Guidance Financial's State Street DoubleLine Total Return Tactical ETF position peaked at $203K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2024.

Based on Constant Guidance Financial's 13F filing for Q1 2024, filed 1 May 2024.