Family Capital Trust’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Family Capital Trust’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 Q2	$3.54M	Hold	89,744	–	–	1.15%	30
2026 Q1	$3.56M	Hold	89,744	–	–	1.29%	27
2025 Q4	$3.61M	Hold	89,744	–	–	1.18%	28
2025 Q3	$3.64M	Hold	89,744	–	–	1.22%	29
2025 Q2	$3.6M	Hold	89,744	–	–	1.25%	25
2025 Q1	$3.62M	Hold	89,744	–	–	1.3%	24
2024 Q4	$3.53M	Hold	89,744	–	–	1.2%	24
2024 Q3	$3.72M	Hold	89,744	–	–	1.19%	24
2024 Q2	$3.56M	Hold	89,744	–	–	1.17%	24
2024 Q1	$3.59M	Buy	89,744 +124	+0.1%	+$4.94K	1.23%	23
2023 Q4	$3.61M	Buy	89,620 +88,978	+13,860%	+$3.45M	1.14%	22
2023 Q3	$24.8K	Buy	+642	New	+$25.5K	0.01%	46

Other funds holding TOTL

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Family Capital Trust's TOTL Position: Q2 2026 in Review

Family Capital Trust held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q2 2026 at 89,744 shares worth $3.54M. The position accounts for 1.15% of the portfolio, ranked #30.

Family Capital Trust first reported a position in TOTL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.72M in Q3 2024. 153 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Family Capital Trust held 89,744 shares of State Street DoubleLine Total Return Tactical ETF worth $3.54M as of Q2 2026.
Family Capital Trust left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up 1.15% of Family Capital Trust's portfolio in Q2 2026, its #30 holding.
Family Capital Trust first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2023 and has held it in 12 quarters since.
Family Capital Trust's State Street DoubleLine Total Return Tactical ETF position peaked at $3.72M in Q3 2024.
153 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.