Fortis Group Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Fortis Group Advisors’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
2020 Q3	$1.22M	Buy	+24,696	New	+$1.22M	0.24%	51

Other funds holding TOTL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

CAI

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

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

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

Fortis Group Advisors's TOTL Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2020: 24,696 shares worth $1.22M. The stake represents 0.24% of the portfolio and ranks #51 among its holdings.

316 funds tracked by Wall St. Rank hold TOTL as of Q3 2020.

Fortis Group Advisors held 24,696 shares of State Street DoubleLine Total Return Tactical ETF worth $1.22M as of Q3 2020.
State Street DoubleLine Total Return Tactical ETF was a new Fortis Group Advisors position in Q3 2020.
State Street DoubleLine Total Return Tactical ETF made up 0.24% of Fortis Group Advisors's portfolio in Q3 2020, its #51 holding.
316 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.