Johnson Financial Group Inc (Wisconsin)’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$20.1K	Hold	510	–	–	﹤0.01%	567
2026 Q1	$20.3K	Buy	+510	New	+$20.5K	﹤0.01%	564
2021 Q4	–	Sell	-500	Closed	-$24K	–	837
2021 Q3	$24K	Sell	500 -750	-60%	-$36.3K	﹤0.01%	489
2021 Q2	$61K	Sell	1,250 -200	-14%	-$9.67K	﹤0.01%	386
2021 Q1	$70K	Buy	+1,450	New	+$70.8K	﹤0.01%	369

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s TOTL Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q2 2026 at 510 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Johnson Financial Group Inc (Wisconsin) first reported a position in TOTL in Q1 2021 and has held it in 5 quarters since. The position peaked at $70K in Q1 2021. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 510 shares of State Street DoubleLine Total Return Tactical ETF worth $20.1K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #567 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2021 and has held it in 5 quarters since.
Johnson Financial Group Inc (Wisconsin)'s State Street DoubleLine Total Return Tactical ETF position peaked at $70K in Q1 2021.
369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.