Financial Avengers’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Financial Avengers’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
2024 Q1	–	Sell	-700	Closed	-$28.2K	–	175
2023 Q4	$28.2K	Hold	700	–	–	0.02%	77
2023 Q3	$27.1K	Hold	700	–	–	0.02%	81
2023 Q2	$28.4K	Hold	700	–	–	0.02%	78
2023 Q1	$28.7K	Hold	700	–	–	0.02%	75
2022 Q4	$28K	Hold	700	–	–	0.02%	74
2022 Q3	$28K	Hold	700	–	–	0.02%	70
2022 Q2	$30K	Sell	700 -150	-18%	-$6.46K	0.02%	71
2022 Q1	$38K	Sell	850 -150	-15%	-$6.9K	0.02%	71
2021 Q4	$47K	Hold	1,000	–	–	0.03%	67
2021 Q3	$48K	Hold	1,000	–	–	0.03%	63
2021 Q2	$48K	Sell	1,000 -500	-33%	-$24.2K	0.03%	63
2021 Q1	$72K	Sell	1,500 -750	-33%	-$36.6K	0.05%	51
2020 Q4	$111K	Buy	+2,250	New	+$111K	0.09%	32

Other funds holding TOTL

SEIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAI

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

Financial Avengers's TOTL Position: Q1 2024 in Review

Financial Avengers sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2024, closing a stake of 700 shares — an estimated $28.2K sold.

Financial Avengers first reported a position in TOTL in Q4 2020 and held it in 13 quarters. The position peaked at $111K in Q4 2020. 324 funds tracked by Wall St. Rank hold TOTL as of Q1 2024.

Financial Avengers reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2024 after selling out during the quarter.
Financial Avengers sold 700 State Street DoubleLine Total Return Tactical ETF shares in Q1 2024, an estimated $28.2K.
Financial Avengers first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and held it in 13 quarters.
Financial Avengers's State Street DoubleLine Total Return Tactical ETF position peaked at $111K in Q4 2020.
324 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2024.

Based on Financial Avengers's 13F filing for Q1 2024, filed 13 May 2024.