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Independent Financial Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Independent Financial Group’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 		$237K Buy
+5,995
New +$237K ﹤0.01% 1384

Other funds holding TOTL

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 22.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Independent Financial Group's TOTL Position: Q2 2026 in Review

Independent Financial Group opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 5,995 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings.

355 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Independent Financial Group held 5,995 shares of State Street DoubleLine Total Return Tactical ETF worth $237K as of Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF was a new Independent Financial Group position in Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1384 holding.
  • 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.