KWA
TOTL icon

Kingswood Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-10,800
Closed -$435K – 973
2025
Q4 		$435K Hold
10,800
– – 0.02% 563
2025
Q3 		$438K Sell
10,800
-554
-5% -$22.2K 0.03% 516
2025
Q2 		$455K Sell
11,354
-7,594
-40% -$302K 0.04% 441
2025
Q1 		$761K Sell
18,948
-18,219
-49% -$725K 0.07% 307
2024
Q4 		$1.46M Buy
+37,167
New +$1.49M 0.11% 199

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Kingswood Wealth Advisors's TOTL Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2026, closing a stake of 10,800 shares — an estimated $435K sold.

Kingswood Wealth Advisors first reported a position in TOTL in Q4 2024 and held it in 5 quarters. The position peaked at $1.46M in Q4 2024. 359 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,800 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $435K.
  • Kingswood Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and held it in 5 quarters.
  • Kingswood Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $1.46M in Q4 2024.
  • 359 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.