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

CXI 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
2019 Q4	$129K	Buy	+2,643	New	+$130K	0.29%	9

Other funds holding TOTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CXI Advisors's TOTL Position: Q4 2019 in Review

CXI Advisors opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2019: 2,643 shares worth $129K. The stake represents 0.29% of the portfolio and ranks #9 among its holdings.

328 funds tracked by Wall St. Rank hold TOTL as of Q4 2019.

CXI Advisors held 2,643 shares of State Street DoubleLine Total Return Tactical ETF worth $129K as of Q4 2019.
State Street DoubleLine Total Return Tactical ETF was a new CXI Advisors position in Q4 2019.
State Street DoubleLine Total Return Tactical ETF made up 0.29% of CXI Advisors's portfolio in Q4 2019, its #9 holding.
328 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.