Endowment Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
Endowment Wealth Management's TOTL Position: Q2 2026 in Review
Endowment Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 4.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 7,064 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #132.
Endowment Wealth Management first reported a position in TOTL in Q4 2021 and has held it in 9 quarters since. The position peaked at $358K in Q3 2025. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.
- Endowment Wealth Management held 7,064 shares of State Street DoubleLine Total Return Tactical ETF worth $279K as of Q2 2026.
- Endowment Wealth Management bought 308 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $12.2K.
- State Street DoubleLine Total Return Tactical ETF made up 0.11% of Endowment Wealth Management's portfolio in Q2 2026, its #132 holding.
- Endowment Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2021 and has held it in 9 quarters since.
- Endowment Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $358K in Q3 2025.
- 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.
Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.