Kavar Capital Partners Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Kavar Capital Partners Group’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
2022 Q1	–	Sell	-5,250	Closed	-$249K	–	177
2021 Q4	$249K	Hold	5,250	–	–	0.05%	144
2021 Q3	$254K	Buy	+5,250	New	+$254K	0.06%	148
2021 Q1	–	Sell	-8,000	Closed	-$394K	–	154
2020 Q4	$394K	Hold	8,000	–	–	0.11%	118
2020 Q3	$394K	Buy	+8,000	New	+$397K	0.13%	109
2019 Q2	–	Sell	-8,000	Closed	-$387K	–	510
2019 Q1	$387K	Buy	+8,000	New	+$382K	0.17%	92
2018 Q3	–	Sell	-7,500	Closed	-$357K	–	349
2018 Q2	$357K	Hold	7,500	–	–	0.18%	82
2018 Q1	$360K	Buy	+7,500	New	+$360K	0.19%	83

Other funds holding TOTL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return