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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

JCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kavar Capital Partners Group's TOTL Position: Q1 2022 in Review

Kavar Capital Partners Group sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2022, closing a stake of 5,250 shares — an estimated $249K sold.

Kavar Capital Partners Group first reported a position in TOTL in Q1 2018 and held it in 7 quarters. The position peaked at $394K in Q4 2020. 346 funds tracked by Wall St. Rank hold TOTL as of Q1 2022.

Kavar Capital Partners Group reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2022 after selling out during the quarter.
Kavar Capital Partners Group sold 5,250 State Street DoubleLine Total Return Tactical ETF shares in Q1 2022, an estimated $249K.
Kavar Capital Partners Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2018 and held it in 7 quarters.
Kavar Capital Partners Group's State Street DoubleLine Total Return Tactical ETF position peaked at $394K in Q4 2020.
346 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2022.

Based on Kavar Capital Partners Group's 13F filing for Q1 2022, filed 9 May 2022.