Golden State Equity Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Golden State Equity 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
2024 Q4	–	Sell	-150	Closed	-$6.26K	–	835
2024 Q3	$6.26K	Buy	+150	New	+$6.12K	﹤0.01%	627
2022 Q1	$2.16M	Sell	48,132 -75,163	-61%	-$3.46M	1.09%	23
2021 Q4	$5.84M	Buy	123,295 +50,894	+70%	+$2.43M	2.95%	6
2021 Q3	$3.5M	Buy	72,401 +561	+0.8%	+$27.2K	1.43%	17
2021 Q2	$3.48M	Buy	71,840 +25,881	+56%	+$1.25M	1.34%	17
2021 Q1	$2.22M	Buy	45,959 +15,356	+50%	+$750K	1.26%	21
2020 Q4	$1.51M	Buy	+30,603	New	+$1.51M	1.04%	29

Other funds holding TOTL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

SEIA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Golden State Equity Partners's TOTL Position: Q4 2024 in Review

Golden State Equity Partners sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2024, closing a stake of 150 shares — an estimated $6.26K sold.

Golden State Equity Partners first reported a position in TOTL in Q4 2020 and held it in 7 quarters. The position peaked at $5.84M in Q4 2021. 360 funds tracked by Wall St. Rank hold TOTL as of Q4 2024.

Golden State Equity Partners reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2024 after selling out during the quarter.
Golden State Equity Partners sold 150 State Street DoubleLine Total Return Tactical ETF shares in Q4 2024, an estimated $6.26K.
Golden State Equity Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and held it in 7 quarters.
Golden State Equity Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $5.84M in Q4 2021.
360 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.