Leicht Financial Planning & Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Leicht Financial Planning & 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 Q4	–	Sell	-108,896	Closed	-$4.38M	–	28
2022 Q3	$4.38M	Sell	108,896 -78,771	-42%	-$3.31M	3.13%	14
2022 Q2	$7.92M	Sell	187,667 -1,132	-0.6%	-$48.8K	5.36%	7
2022 Q1	$8.45M	Buy	188,799 +27,939	+17%	+$1.28M	5.03%	5
2021 Q4	$7.62M	Sell	160,860 -83	-0.1%	-$3.96K	4.34%	9
2021 Q3	$7.79M	Sell	160,943 -15,681	-9%	-$760K	4.68%	8
2021 Q2	$8.55M	Sell	176,624 -2,616	-1%	-$126K	5.2%	5
2021 Q1	$8.64M	Buy	179,240 +675	+0.4%	+$33K	5.59%	6
2020 Q4	$8.8M	Sell	178,565 -16,698	-9%	-$824K	5.96%	7
2020 Q3	$9.62M	Sell	195,263 -16,119	-8%	-$799K	7.14%	6
2020 Q2	$10.5M	Buy	+211,382	New	+$10.4M	8.31%	4

Other funds holding TOTL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

SEIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CAI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's TOTL Position: Q4 2022 in Review

Leicht Financial Planning & Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2022, closing a stake of 108,896 shares — an estimated $4.38M sold.

Leicht Financial Planning & Wealth Management first reported a position in TOTL in Q2 2020 and held it in 10 quarters. The position peaked at $10.5M in Q2 2020. 332 funds tracked by Wall St. Rank hold TOTL as of Q4 2022.

Leicht Financial Planning & Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2022 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 108,896 State Street DoubleLine Total Return Tactical ETF shares in Q4 2022, an estimated $4.38M.
Leicht Financial Planning & Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2020 and held it in 10 quarters.
Leicht Financial Planning & Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $10.5M in Q2 2020.
332 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2022.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.