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

Golden State 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
2026 Q2	$2.68K	Hold	68	–	–	﹤0.01%	1349
2026 Q1	$2.7K	Hold	68	–	–	﹤0.01%	1310
2025 Q4	$2.74K	Hold	68	–	–	﹤0.01%	1333
2025 Q3	$2.76K	Hold	68	–	–	﹤0.01%	1343
2025 Q2	$2.73K	Hold	68	–	–	﹤0.01%	1318
2025 Q1	$2.74K	Hold	68	–	–	﹤0.01%	1273
2024 Q4	$2.68K	Buy	+68	New	+$2.73K	﹤0.01%	1218
2022 Q1	$1.21M	Sell	26,974 -3,227	-11%	-$148K	0.24%	82
2021 Q4	$1.43M	Buy	30,201 +22,799	+308%	+$1.09M	0.25%	80
2021 Q3	$358K	Buy	7,402 +850	+13%	+$41.2K	0.08%	203
2021 Q2	$317K	Buy	+6,552	New	+$317K	0.07%	219
2020 Q4	–	Sell	-2,490	Closed	-$123K	–	411
2020 Q3	$123K	Buy	+2,490	New	+$123K	0.04%	238
2020 Q2	–	Sell	-796	Closed	-$38K	–	872
2020 Q1	$38K	Buy	+796	New	+$39.1K	0.02%	404
2019 Q4	–	Sell	-4,496	Closed	-$221K	–	853
2019 Q3	$221K	Sell	4,496 -131	-3%	-$6.44K	0.07%	190
2019 Q2	$227K	Hold	4,627	–	–	0.07%	206
2019 Q1	$224K	Buy	+4,627	New	+$221K	0.07%	212

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Golden State Wealth Management's TOTL Position: Q2 2026 in Review

Golden State Wealth Management held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q2 2026 at 68 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Golden State Wealth Management first reported a position in TOTL in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.43M in Q4 2021. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Golden State Wealth Management held 68 shares of State Street DoubleLine Total Return Tactical ETF worth $2.68K as of Q2 2026.
Golden State Wealth Management left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1349 holding.
Golden State Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $1.43M in Q4 2021.
369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.