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

Future Financial 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
2024 Q2	–	Sell	-450	Closed	-$18K	–	438
2024 Q1	$18K	Buy	+450	New	+$17.9K	0.01%	358
2022 Q2	–	Sell	-555	Closed	-$25K	–	449
2022 Q1	$25K	Hold	555	–	–	0.02%	343
2021 Q4	$26K	Buy	+555	New	+$26.5K	0.02%	346
2021 Q1	–	Sell	-30,938	Closed	-$1.52M	–	124
2020 Q4	$1.52M	Buy	+30,938	New	+$1.53M	1.76%	14

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $6.22B AUM 22.28% 1-Year Est. Return

Future Financial Wealth Management's TOTL Position: Q2 2024 in Review

Future Financial Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2024, closing a stake of 450 shares — an estimated $18K sold.

Future Financial Wealth Management first reported a position in TOTL in Q4 2020 and held it in 4 quarters. The position peaked at $1.52M in Q4 2020. 324 funds tracked by Wall St. Rank hold TOTL as of Q2 2024.

Future Financial Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2024 after selling out during the quarter.
Future Financial Wealth Management sold 450 State Street DoubleLine Total Return Tactical ETF shares in Q2 2024, an estimated $18K.
Future Financial Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and held it in 4 quarters.
Future Financial Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $1.52M in Q4 2020.
324 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.