Macroview Investment Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Macroview Investment 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
2026 Q2	$540K	Buy	13,683 +313	+2%	+$12.4K	0.33%	58
2026 Q1	$531K	Buy	13,370 +1,683	+14%	+$67.7K	0.37%	55
2025 Q4	$470K	Buy	11,687 +791	+7%	+$32K	0.32%	61
2025 Q3	$442K	Buy	10,896 +1,414	+15%	+$56.8K	0.33%	61
2025 Q2	$380K	Buy	9,482 +1,326	+16%	+$52.7K	0.31%	60
2025 Q1	$329K	Buy	8,156 +28	+0.3%	+$1.11K	0.31%	61
2024 Q4	$320K	Buy	8,128 +648	+9%	+$26K	0.32%	61
2024 Q3	$310K	Buy	7,480 +395	+6%	+$16.1K	0.3%	58
2024 Q2	$281K	Buy	7,085 +79	+1%	+$3.12K	0.3%	61
2024 Q1	$281K	Sell	7,006 -1,420	-17%	-$56.6K	0.31%	59
2023 Q4	$339K	Sell	8,426 -148	-2%	-$5.73K	0.4%	56
2023 Q3	$331K	Buy	8,574 +92	+1%	+$3.65K	0.44%	51
2023 Q2	$344K	Sell	8,482 -538	-6%	-$21.9K	0.53%	41
2023 Q1	$370K	Buy	9,020 +61	+0.7%	+$2.49K	0.59%	39
2022 Q4	$359K	Sell	8,959 -59	-0.7%	-$2.37K	0.62%	38
2022 Q3	$362K	Sell	9,018 -3,576	-28%	-$150K	0.66%	36
2022 Q2	$531K	Sell	12,594 -3,425	-21%	-$148K	0.87%	30
2022 Q1	$717K	Sell	16,019 -21,974	-58%	-$1.01M	1.02%	27
2021 Q4	$1.8M	Buy	37,993 +562	+2%	+$26.8K	2.3%	16
2021 Q3	$1.81M	Buy	37,431 +4,785	+15%	+$232K	2.34%	14
2021 Q2	$1.58M	Sell	32,646 -107	-0.3%	-$5.17K	2.12%	18
2021 Q1	$1.58M	Buy	32,753 +4,302	+15%	+$210K	2.26%	15
2020 Q4	$1.4M	Sell	28,451 -207	-0.7%	-$10.2K	2.08%	16
2020 Q3	$1.41M	Sell	28,658 -1,696	-6%	-$84.1K	2.42%	15
2020 Q2	$1.5M	Sell	30,354 -13,112	-30%	-$642K	3.18%	8
2020 Q1	$2.08M	Sell	43,466 -10,448	-19%	-$513K	4.46%	8
2019 Q4	$2.64M	Sell	53,914 -174	-0.3%	-$8.53K	5.49%	6
2019 Q3	$2.66M	Buy	54,088 +2,764	+5%	+$136K	5.76%	6
2019 Q2	$2.52M	Sell	51,324 -4,230	-8%	-$205K	6.53%	5
2019 Q1	$2.69M	Buy	55,554 +4,449	+9%	+$212K	6.67%	3
2018 Q4	$2.42M	Buy	51,105 +4,847	+10%	+$228K	7.72%	4
2018 Q3	$2.19M	Buy	46,258 +12,888	+39%	+$611K	6.84%	5
2018 Q2	$1.59M	Buy	33,370 +7,507	+29%	+$357K	5.54%	6
2018 Q1	$1.24M	Sell	25,863 -836	-3%	-$40.1K	4.43%	7
2017 Q4	$1.3M	Buy	26,699 +6,903	+35%	+$338K	6.16%	6
2017 Q3	$975K	Buy	19,796 +1,104	+6%	+$54.5K	4.84%	6
2017 Q2	$920K	Buy	18,692 +3,854	+26%	+$190K	4.96%	5
2017 Q1	$725K	Buy	14,838 +5,028	+51%	+$245K	4.18%	7
2016 Q4	$475K	Buy	9,810 +238	+2%	+$11.7K	2.59%	8
2016 Q3	$480K	Buy	9,572 +1,309	+16%	+$65.5K	2.13%	12
2016 Q2	$412K	Buy	8,263 +7,021	+565%	+$347K	1.83%	18
2016 Q1	$61K	Buy	+1,242	New	+$60.8K	0.26%	29

Other funds holding TOTL

SEIA

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

CAI

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Macroview Investment Management's TOTL Position: Q2 2026 in Review

Macroview Investment Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 13,683 shares worth $540K. The position accounts for 0.33% of the portfolio, ranked #58.

Macroview Investment Management first reported a position in TOTL in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.69M in Q1 2019. 143 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Macroview Investment Management held 13,683 shares of State Street DoubleLine Total Return Tactical ETF worth $540K as of Q2 2026.
Macroview Investment Management bought 313 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $12.4K.
State Street DoubleLine Total Return Tactical ETF made up 0.33% of Macroview Investment Management's portfolio in Q2 2026, its #58 holding.
Macroview Investment Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2016 and has held it in 42 quarters since.
Macroview Investment Management's State Street DoubleLine Total Return Tactical ETF position peaked at $2.69M in Q1 2019.
143 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.