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 Q3	$2.99K	Sell	80 -40	-33%	-$1.54K	﹤0.01%	118
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Morling Financial Advisors Fremont, California $374M AUM 9.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

LAM Group's TOTL Position: Q3 2026 in Review

LAM Group reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 33% in Q3 2026, selling an estimated $1.54K and leaving 80 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

LAM Group first reported a position in TOTL in Q4 2022 and has held it in 7 quarters since. The position peaked at $8.12K in Q3 2023. 132 funds tracked by Wall St. Rank hold TOTL as of Q3 2026.

LAM Group held 80 shares of State Street DoubleLine Total Return Tactical ETF worth $2.99K as of Q3 2026.
LAM Group sold 40 State Street DoubleLine Total Return Tactical ETF shares in Q3 2026, an estimated $1.54K.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of LAM Group's portfolio in Q3 2026, its #118 holding.
LAM Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and has held it in 7 quarters since.
LAM Group's State Street DoubleLine Total Return Tactical ETF position peaked at $8.12K in Q3 2023.
132 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.