LAM Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

LAM 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
2026 Q2	$4.74K	Sell	120 -35	-23%	-$1.38K	﹤0.01%	113
2026 Q1	$6.16K	Buy	+155	New	+$6.23K	﹤0.01%	109
2023 Q4	–	Sell	-210	Closed	-$8.12K	–	125
2023 Q3	$8.12K	Buy	210 +25	+14%	+$992	0.01%	83
2023 Q2	$7.5K	Buy	185 +10	+6%	+$407	0.01%	82
2023 Q1	$7.18K	Buy	175 +10	+6%	+$408	0.01%	82
2022 Q4	$6.61K	Buy	+165	New	+$6.61K	0.01%	85

Other funds holding TOTL

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

CAI

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

LAM Group's TOTL Position: Q2 2026 in Review

LAM Group reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 23% in Q2 2026, selling an estimated $1.38K and leaving 120 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

LAM Group first reported a position in TOTL in Q4 2022 and has held it in 6 quarters since. The position peaked at $8.12K in Q3 2023. 149 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

LAM Group held 120 shares of State Street DoubleLine Total Return Tactical ETF worth $4.74K as of Q2 2026.
LAM Group sold 35 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $1.38K.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of LAM Group's portfolio in Q2 2026, its #113 holding.
LAM Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and has held it in 6 quarters since.
LAM Group's State Street DoubleLine Total Return Tactical ETF position peaked at $8.12K in Q3 2023.
149 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.