Lake Point Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Lake Point Wealth Management’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 Q2	$8K	Hold	179	–	–	﹤0.01%	178
2022 Q1	$8K	Hold	179	–	–	﹤0.01%	194
2021 Q4	$8K	Hold	179	–	–	﹤0.01%	204
2021 Q3	$9K	Hold	179	–	–	﹤0.01%	174
2021 Q2	$9K	Buy	+179	New	+$8.66K	﹤0.01%	190
2020 Q1	$9K	Hold	179	–	–	0.01%	118
2019 Q4	$9K	Buy	+179	New	+$8.77K	﹤0.01%	288
2019 Q2	$95K	Hold	1,929	–	–	0.03%	88
2019 Q1	$95K	Sell	1,929 -70,537	-97%	-$3.37M	0.03%	88
2018 Q4	$3.43M	Buy	+72,466	New	+$3.4M	1.28%	17

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

Lake Point Wealth Management's TOTL Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q2 2022 at 179 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Lake Point Wealth Management first reported a position in TOTL in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.43M in Q4 2018. 325 funds tracked by Wall St. Rank hold TOTL as of Q2 2022.

Lake Point Wealth Management held 179 shares of State Street DoubleLine Total Return Tactical ETF worth $8K as of Q2 2022.
Lake Point Wealth Management left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q2 2022.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #178 holding.
Lake Point Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $3.43M in Q4 2018.
325 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.