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 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 $1.9T AUM 41.92% 1-Year Est. Return

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

SEIA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Freedom Financial Partners's TOTL Position: Q1 2026 in Review

Freedom Financial Partners increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.7% in Q1 2026, buying an estimated $147K and bringing the position to 140,883 shares worth $5.6M. The position accounts for 1.99% of the portfolio, ranked #16.

Freedom Financial Partners first reported a position in TOTL in Q4 2024 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

Freedom Financial Partners held 140,883 shares of State Street DoubleLine Total Return Tactical ETF worth $5.6M as of Q1 2026.
Freedom Financial Partners bought 3,667 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $147K.
State Street DoubleLine Total Return Tactical ETF made up 1.99% of Freedom Financial Partners's portfolio in Q1 2026, its #16 holding.
Freedom Financial Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 6 quarters since.
355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.