Householder Group Estate & Retirement Specialist’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Householder Group Estate & Retirement Specialist’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	$99K	Sell	2,528 -633	-20%	-$25.4K	0.07%	153
2024 Q3	$130K	Buy	3,161 +48	+2%	+$1.96K	0.04%	319
2024 Q2	$123K	Buy	3,113 +897	+40%	+$35.4K	0.03%	314
2024 Q1	$88.8K	Buy	2,216 +648	+41%	+$25.8K	0.03%	367
2023 Q4	$63K	Buy	1,568 +111	+8%	+$4.3K	0.02%	416
2023 Q3	$56.3K	Buy	+1,457	New	+$57.8K	0.02%	419
2023 Q1	$51K	Buy	+1,248	New	+$51K	0.02%	445
2022 Q4	–	Sell	-829	Closed	-$33K	–	1064
2022 Q3	$33K	Buy	+829	New	+$34.9K	0.01%	479

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 22.96% 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

Householder Group Estate & Retirement Specialist's TOTL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 20% in Q4 2024, selling an estimated $25.4K and leaving 2,528 shares worth $99K. The position accounts for 0.07% of the portfolio, ranked #153.

Householder Group Estate & Retirement Specialist first reported a position in TOTL in Q3 2022 and has held it in 8 quarters since. The position peaked at $130K in Q3 2024. 360 funds tracked by Wall St. Rank hold TOTL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,528 shares of State Street DoubleLine Total Return Tactical ETF worth $99K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 633 State Street DoubleLine Total Return Tactical ETF shares in Q4 2024, an estimated $25.4K.
State Street DoubleLine Total Return Tactical ETF made up 0.07% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #153 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street DoubleLine Total Return Tactical ETF position peaked at $130K in Q3 2024.
360 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.