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Cornerstone Planning Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-2
Closed -$83 – 1369
2024
Q2 		$83 Buy
+2
New +$79 ﹤0.01% 1209

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Planning Group's TOTL Position: Q3 2024 in Review

Cornerstone Planning Group sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2024, closing a stake of 2 shares — an estimated $83 sold.

Cornerstone Planning Group first reported a position in TOTL in Q2 2024 and held it in 1 quarter. The position peaked at $83 in Q2 2024. 337 funds tracked by Wall St. Rank hold TOTL as of Q3 2024.

  • Cornerstone Planning Group reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 State Street DoubleLine Total Return Tactical ETF shares in Q3 2024, an estimated $83.
  • Cornerstone Planning Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's State Street DoubleLine Total Return Tactical ETF position peaked at $83 in Q2 2024.
  • 337 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.