Intelligence Driven Advisers’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Intelligence Driven Advisers’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
2023 Q1	–	Sell	-5,644	Closed	-$230K	–	104
2022 Q4	$230K	Sell	5,644 -21,718	-79%	-$870K	0.04%	89
2022 Q3	$1.1M	Sell	27,362 -18,088	-40%	-$761K	0.22%	57
2022 Q2	$1.92M	Buy	+45,450	New	+$1.96M	0.38%	51

Other funds holding TOTL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Intelligence Driven Advisers's TOTL Position: Q1 2023 in Review

Intelligence Driven Advisers sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2023, closing a stake of 5,644 shares — an estimated $230K sold.

Intelligence Driven Advisers first reported a position in TOTL in Q2 2022 and held it in 3 quarters. The position peaked at $1.92M in Q2 2022. 316 funds tracked by Wall St. Rank hold TOTL as of Q1 2023.

Intelligence Driven Advisers reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 5,644 State Street DoubleLine Total Return Tactical ETF shares in Q1 2023, an estimated $230K.
Intelligence Driven Advisers first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2022 and held it in 3 quarters.
Intelligence Driven Advisers's State Street DoubleLine Total Return Tactical ETF position peaked at $1.92M in Q2 2022.
316 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2023.

Based on Intelligence Driven Advisers's 13F filing for Q1 2023, filed 11 May 2023.