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

Lokken Investment 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
2022 Q2	–	Sell	-89,626	Closed	-$3.88M	–	127
2022 Q1	$3.88M	Buy	+89,626	New	+$4.12M	3.08%	8

Other funds holding TOTL

LPL Financial San Diego, California $377B AUM 19.32% 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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

Lokken Investment Group's TOTL Position: Q2 2022 in Review

Lokken Investment Group sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2022, closing a stake of 89,626 shares — an estimated $3.88M sold.

Lokken Investment Group first reported a position in TOTL in Q1 2022 and held it in 1 quarter. The position peaked at $3.88M in Q1 2022. 326 funds tracked by Wall St. Rank hold TOTL as of Q2 2022.

Lokken Investment Group reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2022 after selling out during the quarter.
Lokken Investment Group sold 89,626 State Street DoubleLine Total Return Tactical ETF shares in Q2 2022, an estimated $3.88M.
Lokken Investment Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2022 and held it in 1 quarter.
Lokken Investment Group's State Street DoubleLine Total Return Tactical ETF position peaked at $3.88M in Q1 2022.
326 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2022.

Based on Lokken Investment Group's 13F filing for Q2 2022, filed 8 Aug 2022.