EverSource Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
EverSource Wealth Advisors's TOTL Position: Q2 2026 in Review
EverSource Wealth Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 0.23% in Q2 2026, buying an estimated $79 and bringing the position to 879 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.
EverSource Wealth Advisors first reported a position in TOTL in Q4 2021 and has held it in 14 quarters since. The position peaked at $977K in Q4 2023. 368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.
- EverSource Wealth Advisors held 879 shares of State Street DoubleLine Total Return Tactical ETF worth $34.7K as of Q2 2026.
- EverSource Wealth Advisors bought 2 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $79.
- State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2025 holding.
- EverSource Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2021 and has held it in 14 quarters since.
- EverSource Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $977K in Q4 2023.
- 368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.