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Destiny Wealth Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Destiny Wealth Partners’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 		– Sell
-1,642
Closed -$65.2K – 1009
2026
Q1 		$65.2K Sell
1,642
-423,866
-100% -$17M 0.01% 399
2025
Q4 		$17.2M Buy
425,508
+18,069
+4% +$732K 1.97% 13
2025
Q3 		$16.5M Buy
407,439
+29,109
+8% +$1.17M 2.03% 13
2025
Q2 		$15.2M Buy
378,330
+6,193
+2% +$246K 2.04% 11
2025
Q1 		$15M Buy
372,137
+13,575
+4% +$540K 2.38% 8
2024
Q4 		$14.1M Buy
358,562
+31,115
+10% +$1.25M 2.31% 9
2024
Q3 		$13.6M Buy
327,447
+15,444
+5% +$630K 2.38% 9
2024
Q2 		$12.4M Buy
312,003
+1,723
+0.6% +$68K 2.23% 10
2024
Q1 		$12.4M Buy
310,280
+18,007
+6% +$718K 2.23% 11
2023
Q4 		$11.7M Buy
292,273
+15,068
+5% +$584K 2.2% 10
2023
Q3 		$10.7M Buy
277,205
+29,191
+12% +$1.16M 2.16% 13
2023
Q2 		$10M Buy
248,014
+21,315
+9% +$868K 1.92% 13
2023
Q1 		$9.3M Buy
+226,699
New +$9.26M 1.92% 13

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Destiny Wealth Partners's TOTL Position: Q2 2026 in Review

Destiny Wealth Partners sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026, closing a stake of 1,642 shares — an estimated $65.2K sold.

Destiny Wealth Partners first reported a position in TOTL in Q1 2023 and held it in 13 quarters. The position peaked at $17.2M in Q4 2025. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Destiny Wealth Partners reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 1,642 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $65.2K.
  • Destiny Wealth Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2023 and held it in 13 quarters.
  • Destiny Wealth Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $17.2M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.