DKM Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

DKM Wealth Management’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 Q3	$227K	Hold	6,076	–	–	0.14%	54
2026 Q2	$240K	Hold	6,076	–	–	0.16%	52
2026 Q1	$241K	Hold	6,076	–	–	0.17%	53
2025 Q4	$245K	Hold	6,076	–	–	0.18%	52
2025 Q3	$247K	Hold	6,076	–	–	0.2%	49
2025 Q2	$244K	Hold	6,076	–	–	0.21%	43
2025 Q1	$245K	Hold	6,076	–	–	0.24%	41
2024 Q4	$239K	Buy	+6,076	New	+$244K	0.23%	40

Other funds holding TOTL

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Morling Financial Advisors Fremont, California $374M AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

DKM Wealth Management's TOTL Position: Q3 2026 in Review

DKM Wealth Management held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q3 2026 at 6,076 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #54.

DKM Wealth Management first reported a position in TOTL in Q4 2024 and has held it in 8 quarters since. The position peaked at $247K in Q3 2025. 120 funds tracked by Wall St. Rank hold TOTL as of Q3 2026.

DKM Wealth Management held 6,076 shares of State Street DoubleLine Total Return Tactical ETF worth $227K as of Q3 2026.
DKM Wealth Management left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q3 2026.
State Street DoubleLine Total Return Tactical ETF made up 0.14% of DKM Wealth Management's portfolio in Q3 2026, its #54 holding.
DKM Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $247K in Q3 2025.
120 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.