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

Larson Financial 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 Q1	$24.9K	Sell	626 -75	-11%	-$3.02K	﹤0.01%	1722
2025 Q4	$28.2K	Buy	701 +13	+2%	+$526	﹤0.01%	1523
2025 Q3	$27.9K	Sell	688 -103	-13%	-$4.14K	﹤0.01%	1458
2025 Q2	$31.7K	Buy	791 +8	+1%	+$318	﹤0.01%	1267
2025 Q1	$31.5K	Buy	783 +6	+0.8%	+$239	﹤0.01%	1198
2024 Q4	$30.6K	Sell	777 -12	-2%	-$482	﹤0.01%	1061
2024 Q3	$32.7K	Buy	789 +8	+1%	+$326	﹤0.01%	1038
2024 Q2	$31K	Buy	+781	New	+$30.8K	﹤0.01%	930
2024 Q1	–	Sell	-197	Closed	-$7.93K	–	1897
2023 Q4	$7.93K	Buy	+197	New	+$7.63K	﹤0.01%	1071

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Larson Financial Group's TOTL Position: Q1 2026 in Review

Larson Financial Group reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 11% in Q1 2026, selling an estimated $3.02K and leaving 626 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Larson Financial Group first reported a position in TOTL in Q4 2023 and has held it in 9 quarters since. The position peaked at $32.7K in Q3 2024. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

Larson Financial Group held 626 shares of State Street DoubleLine Total Return Tactical ETF worth $24.9K as of Q1 2026.
Larson Financial Group sold 75 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $3.02K.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1722 holding.
Larson Financial Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2023 and has held it in 9 quarters since.
Larson Financial Group's State Street DoubleLine Total Return Tactical ETF position peaked at $32.7K in Q3 2024.
355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.