Investors Research Corp’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Investors Research Corp’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	$32.4K	Hold	822	–	–	0.01%	426
2026 Q1	$32.7K	Hold	822	–	–	0.01%	431
2025 Q4	$33.1K	Hold	822	–	–	0.01%	486
2025 Q3	$33.3K	Hold	822	–	–	0.01%	484
2025 Q2	$33K	Hold	822	–	–	0.01%	516
2025 Q1	$33.1K	Hold	822	–	–	0.01%	510
2024 Q4	$32.4K	Hold	822	–	–	0.01%	529
2024 Q3	$34K	Hold	822	–	–	0.01%	532
2024 Q2	$32.6K	Hold	822	–	–	0.01%	555
2024 Q1	$32.9K	Hold	822	–	–	0.01%	551
2023 Q4	$33.1K	Hold	822	–	–	0.01%	564
2023 Q3	$31.8K	Hold	822	–	–	0.01%	575
2023 Q2	$33.3K	Hold	822	–	–	0.01%	576
2023 Q1	$33.7K	Hold	822	–	–	0.01%	585
2022 Q4	$32.9K	Hold	822	–	–	0.01%	583
2022 Q3	$33K	Buy	822 +411	+100%	+$17.3K	0.01%	571
2022 Q2	$17K	Buy	+411	New	+$17.7K	0.01%	684

Other funds holding TOTL

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM