Kelman-Lazarov Inc’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Kelman-Lazarov Inc’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
2021 Q4	–	Sell	-5,276	Closed	-$255K	–	86
2021 Q3	$255K	Hold	5,276	–	–	0.09%	71
2021 Q2	$255K	Buy	+5,276	New	+$255K	0.09%	71

Other funds holding TOTL

LPL Financial San Diego, California $377B 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

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

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

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Kelman-Lazarov Inc's TOTL Position: Q4 2021 in Review

Kelman-Lazarov Inc sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2021, closing a stake of 5,276 shares — an estimated $255K sold.

Kelman-Lazarov Inc first reported a position in TOTL in Q2 2021 and held it in 2 quarters. The position peaked at $255K in Q3 2021. 364 funds tracked by Wall St. Rank hold TOTL as of Q4 2021.

Kelman-Lazarov Inc reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2021 after selling out during the quarter.
Kelman-Lazarov Inc sold 5,276 State Street DoubleLine Total Return Tactical ETF shares in Q4 2021, an estimated $255K.
Kelman-Lazarov Inc first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2021 and held it in 2 quarters.
Kelman-Lazarov Inc's State Street DoubleLine Total Return Tactical ETF position peaked at $255K in Q3 2021.
364 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2021.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2021, filed 9 Feb 2022.