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TOTL icon

Drucker Wealth 3.0’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Drucker Wealth 3.0’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
2025
Q1 		– Sell
-5,108
Closed -$201K – 161
2024
Q4 		$201K Sell
5,108
-7,512
-60% -$302K 0.05% 142
2024
Q3 		$522K Sell
12,620
-58
-0.5% -$2.37K 0.13% 110
2024
Q2 		$504K Buy
+12,678
New +$500K 0.13% 107

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Drucker Wealth 3.0's TOTL Position: Q1 2025 in Review

Drucker Wealth 3.0 sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2025, closing a stake of 5,108 shares — an estimated $201K sold.

Drucker Wealth 3.0 first reported a position in TOTL in Q2 2024 and held it in 3 quarters. The position peaked at $522K in Q3 2024. 346 funds tracked by Wall St. Rank hold TOTL as of Q1 2025.

  • Drucker Wealth 3.0 reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2025 after selling out during the quarter.
  • Drucker Wealth 3.0 sold 5,108 State Street DoubleLine Total Return Tactical ETF shares in Q1 2025, an estimated $201K.
  • Drucker Wealth 3.0 first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2024 and held it in 3 quarters.
  • Drucker Wealth 3.0's State Street DoubleLine Total Return Tactical ETF position peaked at $522K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2025.

Based on Drucker Wealth 3.0's 13F filing for Q1 2025, filed 9 May 2025.