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Galvin Gaustad & Stein’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Galvin Gaustad & Stein’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
2025
Q2 		– Sell
-5,000
Closed -$201K – 199
2025
Q1 		$201K Buy
+5,000
New +$199K 0.02% 179

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Galvin Gaustad & Stein's TOTL Position: Q2 2025 in Review

Galvin Gaustad & Stein sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2025, closing a stake of 5,000 shares — an estimated $201K sold.

Galvin Gaustad & Stein first reported a position in TOTL in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 340 funds tracked by Wall St. Rank hold TOTL as of Q2 2025.

  • Galvin Gaustad & Stein reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 5,000 State Street DoubleLine Total Return Tactical ETF shares in Q2 2025, an estimated $201K.
  • Galvin Gaustad & Stein first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2025 and held it in 1 quarter.
  • Galvin Gaustad & Stein's State Street DoubleLine Total Return Tactical ETF position peaked at $201K in Q1 2025.
  • 340 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2025.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2025, filed 24 Jul 2025.