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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$516K Buy
13,075
+23
+0.2% +$909 0.18% 119
2026
Q1
$519K Buy
13,052
+104
+0.8% +$4.18K 0.2% 109
2025
Q4
$521K Sell
12,948
-333
-3% -$13.5K 0.19% 111
2025
Q3
$539K Sell
13,281
-1,707
-11% -$68.5K 0.21% 111
2025
Q2
$601K Sell
14,988
-10,618
-41% -$422K 0.26% 101
2025
Q1
$1.03M Sell
25,606
-133
-0.5% -$5.29K 0.54% 65
2024
Q4
$1.01M Buy
+25,739
New +$1.03M 0.56% 59

Other funds holding TOTL

Crux Wealth Advisors's TOTL Position: Q2 2026 in Review

Crux Wealth Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 0.18% in Q2 2026, buying an estimated $909 and bringing the position to 13,075 shares worth $516K. The position accounts for 0.18% of the portfolio, ranked #119.

Crux Wealth Advisors first reported a position in TOTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2025. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Crux Wealth Advisors held 13,075 shares of State Street DoubleLine Total Return Tactical ETF worth $516K as of Q2 2026.
  • Crux Wealth Advisors bought 23 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $909.
  • State Street DoubleLine Total Return Tactical ETF made up 0.18% of Crux Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Crux Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $1.03M in Q1 2025.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.