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 Q3	$30.8K	Hold	822	–	–	0.01%	430
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

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Investors Research Corp's TOTL Position: Q3 2026 in Review

Investors Research Corp held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q3 2026 at 822 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #430.

Investors Research Corp first reported a position in TOTL in Q2 2022 and has held it in 18 quarters since. The position peaked at $34K in Q3 2024. 17 funds tracked by Wall St. Rank hold TOTL as of Q3 2026.

Investors Research Corp held 822 shares of State Street DoubleLine Total Return Tactical ETF worth $30.8K as of Q3 2026.
Investors Research Corp left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q3 2026.
State Street DoubleLine Total Return Tactical ETF made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #430 holding.
Investors Research Corp first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2022 and has held it in 18 quarters since.
Investors Research Corp's State Street DoubleLine Total Return Tactical ETF position peaked at $34K in Q3 2024.
17 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.