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

Freedom Financial Partners’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	$5.5M	Sell	139,407 -1,476	-1%	-$58.3K	1.79%	17
2026 Q1	$5.6M	Buy	140,883 +3,667	+3%	+$147K	1.99%	16
2025 Q4	$5.52M	Buy	137,216 +7,159	+6%	+$290K	2.01%	17
2025 Q3	$5.28M	Buy	130,057 +8,373	+7%	+$336K	2.01%	17
2025 Q2	$4.88M	Buy	121,684 +4,380	+4%	+$174K	2.06%	15
2025 Q1	$4.73M	Buy	117,304 +12,364	+12%	+$492K	2.2%	15
2024 Q4	$4.13M	Buy	+104,940	New	+$4.21M	1.99%	15

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Freedom Financial Partners's TOTL Position: Q2 2026 in Review

Freedom Financial Partners reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 1% in Q2 2026, selling an estimated $58.3K and leaving 139,407 shares worth $5.5M. The position accounts for 1.79% of the portfolio, ranked #17.

Freedom Financial Partners first reported a position in TOTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.6M in Q1 2026. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Freedom Financial Partners held 139,407 shares of State Street DoubleLine Total Return Tactical ETF worth $5.5M as of Q2 2026.
Freedom Financial Partners sold 1,476 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $58.3K.
State Street DoubleLine Total Return Tactical ETF made up 1.79% of Freedom Financial Partners's portfolio in Q2 2026, its #17 holding.
Freedom Financial Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 7 quarters since.
Freedom Financial Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $5.6M in Q1 2026.
369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.