BFC Planning, Inc.’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

BFC Planning, Inc.’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	$210K	Buy	5,311 +243	+5%	+$9.6K	0.01%	915
2026 Q1	$201K	Sell	5,068 -179	-3%	-$7.2K	0.01%	873
2025 Q4	$211K	Hold	5,247	–	–	0.01%	855
2025 Q3	$213K	Buy	5,247 +240	+5%	+$9.6K	0.02%	647
2025 Q2	$201K	Hold	5,007	–	–	0.02%	634
2025 Q1	$202K	Hold	5,007	–	–	0.02%	606
2024 Q4	$197K	Buy	+5,007	New	+$201K	0.02%	622

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

BFC Planning, Inc.'s TOTL Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 4.8% in Q2 2026, buying an estimated $9.6K and bringing the position to 5,311 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #915.

BFC Planning, Inc. first reported a position in TOTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $213K in Q3 2025. 372 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

BFC Planning, Inc. held 5,311 shares of State Street DoubleLine Total Return Tactical ETF worth $210K as of Q2 2026.
BFC Planning, Inc. bought 243 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $9.6K.
State Street DoubleLine Total Return Tactical ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #915 holding.
BFC Planning, Inc. first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street DoubleLine Total Return Tactical ETF position peaked at $213K in Q3 2025.
372 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.