Frontier Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Frontier Wealth Management’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
2022 Q1	–	Sell	-5,532	Closed	-$262K	–	435
2021 Q4	$262K	Hold	5,532	–	–	0.02%	352
2021 Q3	$267K	Hold	5,532	–	–	0.02%	352
2021 Q2	$268K	Hold	5,532	–	–	0.02%	351
2021 Q1	$267K	Hold	5,532	–	–	0.02%	319
2020 Q4	$273K	Sell	5,532 -120	-2%	-$5.92K	0.02%	307
2020 Q3	$279K	Hold	5,652	–	–	0.03%	293
2020 Q2	$280K	Buy	+5,652	New	+$277K	0.03%	281

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

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

BCI

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

Frontier Wealth Management's TOTL Position: Q1 2022 in Review

Frontier Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2022, closing a stake of 5,532 shares — an estimated $262K sold.

Frontier Wealth Management first reported a position in TOTL in Q2 2020 and held it in 7 quarters. The position peaked at $280K in Q2 2020. 348 funds tracked by Wall St. Rank hold TOTL as of Q1 2022.

Frontier Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2022 after selling out during the quarter.
Frontier Wealth Management sold 5,532 State Street DoubleLine Total Return Tactical ETF shares in Q1 2022, an estimated $262K.
Frontier Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2020 and held it in 7 quarters.
Frontier Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $280K in Q2 2020.
348 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2022.

Based on Frontier Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.