Exencial Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
Exencial Wealth Advisors's TOTL Position: Q3 2025 in Review
Exencial Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2025, closing a stake of 5,123 shares — an estimated $206K sold.
Exencial Wealth Advisors first reported a position in TOTL in Q2 2023 and held it in 9 quarters. The position peaked at $3.68M in Q2 2023. 331 funds tracked by Wall St. Rank hold TOTL as of Q3 2025.
- Exencial Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2025 after selling out during the quarter.
- Exencial Wealth Advisors sold 5,123 State Street DoubleLine Total Return Tactical ETF shares in Q3 2025, an estimated $206K.
- Exencial Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2023 and held it in 9 quarters.
- Exencial Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $3.68M in Q2 2023.
- 331 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2025.
Based on Exencial Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.