Cornell Pochily Investment Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Cornell Pochily Investment 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
2026 Q2	$230K	Sell	5,839 -2,990	-34%	-$118K	0.06%	181
2026 Q1	$351K	Sell	8,829 -791	-8%	-$31.8K	0.1%	135
2025 Q4	$387K	Sell	9,620 -291	-3%	-$11.8K	0.11%	131
2025 Q3	$402K	Sell	9,911 -2,111	-18%	-$84.8K	0.12%	135
2025 Q2	$482K	Buy	12,022 +354	+3%	+$14.1K	0.16%	119
2025 Q1	$470K	Buy	11,668 +33	+0.3%	+$1.31K	0.17%	121
2024 Q4	$458K	Buy	11,635 +74	+0.6%	+$2.97K	0.16%	119
2024 Q3	$479K	Sell	11,561 -37	-0.3%	-$1.51K	0.17%	121
2024 Q2	$461K	Sell	11,598 -123	-1%	-$4.85K	0.18%	116
2024 Q1	$469K	Sell	11,721 -525	-4%	-$20.9K	0.19%	110
2023 Q4	$493K	Buy	12,246 +296	+2%	+$11.5K	0.2%	106
2023 Q3	$462K	Sell	11,950 -369	-3%	-$14.6K	0.2%	112
2023 Q2	$500K	Buy	12,319 +72	+0.6%	+$2.93K	0.21%	109
2023 Q1	$502K	Sell	12,247 -144	-1%	-$5.88K	0.22%	109
2022 Q4	$496K	Sell	12,391 -1,937	-14%	-$77.6K	0.22%	107
2022 Q3	$576K	Sell	14,328 -2,940	-17%	-$124K	0.25%	99
2022 Q2	$728K	Sell	17,268 -2,365	-12%	-$102K	0.32%	86
2022 Q1	$879K	Sell	19,633 -6,043	-24%	-$278K	0.34%	81
2021 Q4	$1.22M	Buy	25,676 +4,306	+20%	+$206K	0.47%	59
2021 Q3	$1.03M	Buy	21,370 +3,511	+20%	+$170K	0.45%	63
2021 Q2	$865K	Buy	17,859 +4,069	+30%	+$197K	0.38%	76
2021 Q1	$665K	Buy	13,790 +2,810	+26%	+$137K	0.32%	82
2020 Q4	$541K	Buy	10,980 +3,129	+40%	+$154K	0.26%	88
2020 Q3	$387K	Buy	+7,851	New	+$389K	0.22%	99

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornell Pochily Investment Advisors's TOTL Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 34% in Q2 2026, selling an estimated $118K and leaving 5,839 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #181.

Cornell Pochily Investment Advisors first reported a position in TOTL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q4 2021. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Cornell Pochily Investment Advisors held 5,839 shares of State Street DoubleLine Total Return Tactical ETF worth $230K as of Q2 2026.
Cornell Pochily Investment Advisors sold 2,990 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $118K.
State Street DoubleLine Total Return Tactical ETF made up 0.06% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #181 holding.
Cornell Pochily Investment Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2020 and has held it in 24 quarters since.
Cornell Pochily Investment Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $1.22M in Q4 2021.
369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.