LWL
TOTL icon

Leo Wealth LLC’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Leo Wealth LLC’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
2025
Q3 		– Sell
-5,072
Closed -$203K – 387
2025
Q2 		$203K Buy
+5,072
New +$202K 0.02% 372
2024
Q4 		– Sell
-5,726
Closed -$237K – 380
2024
Q3 		$237K Buy
+5,726
New +$234K 0.02% 309

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Leo Wealth LLC's TOTL Position: Q3 2025 in Review

Leo Wealth LLC sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2025, closing a stake of 5,072 shares — an estimated $203K sold.

Leo Wealth LLC first reported a position in TOTL in Q3 2024 and held it in 2 quarters. The position peaked at $237K in Q3 2024. 331 funds tracked by Wall St. Rank hold TOTL as of Q3 2025.

  • Leo Wealth LLC reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 5,072 State Street DoubleLine Total Return Tactical ETF shares in Q3 2025, an estimated $203K.
  • Leo Wealth LLC first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and held it in 2 quarters.
  • Leo Wealth LLC's State Street DoubleLine Total Return Tactical ETF position peaked at $237K in Q3 2024.
  • 331 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.