M Wealth Management LLC’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
M Wealth Management LLC's TOTL Position: Q2 2026 in Review
M Wealth Management LLC increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.2% in Q2 2026, buying an estimated $237K and bringing the position to 284,278 shares worth $11.2M. The position accounts for 8.81% of the portfolio, ranked #3.
M Wealth Management LLC first reported a position in TOTL in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.
- M Wealth Management LLC held 284,278 shares of State Street DoubleLine Total Return Tactical ETF worth $11.2M as of Q2 2026.
- M Wealth Management LLC bought 5,985 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $237K.
- State Street DoubleLine Total Return Tactical ETF made up 8.81% of M Wealth Management LLC's portfolio in Q2 2026, its #3 holding.
- M Wealth Management LLC first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 7 quarters since.
- 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.
Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.