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JBR Co Financial Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

JBR Co Financial Management’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 		$543K Buy
+13,767
New +$544K 0.2% 83

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

JBR Co Financial Management's TOTL Position: Q2 2026 in Review

JBR Co Financial Management opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 13,767 shares worth $543K. The stake represents 0.2% of the portfolio and ranks #83 among its holdings.

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

  • JBR Co Financial Management held 13,767 shares of State Street DoubleLine Total Return Tactical ETF worth $543K as of Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF was a new JBR Co Financial Management position in Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF made up 0.2% of JBR Co Financial Management's portfolio in Q2 2026, its #83 holding.
  • 146 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.