Diversify Wealth Management’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
$412K Buy
10,606
+1,734
+20% +$68.5K 0.01% 932
2026
Q1
$352K Buy
+8,872
New +$357K 0.01% 911

Other funds holding TOTL

Diversify Wealth Management's TOTL Position: Q2 2026 in Review

Diversify Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 20% in Q2 2026, buying an estimated $68.5K and bringing the position to 10,606 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #932.

Diversify Wealth Management first reported a position in TOTL in Q1 2026 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Diversify Wealth Management held 10,606 shares of State Street DoubleLine Total Return Tactical ETF worth $412K as of Q2 2026.
  • Diversify Wealth Management bought 1,734 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $68.5K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #932 holding.
  • Diversify Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2026 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.