Medallion Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
Medallion Wealth Advisors's TOTL Position: Q1 2026 in Review
Medallion Wealth Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 5.8% in Q1 2026, buying an estimated $120K and bringing the position to 54,854 shares worth $2.18M. The position accounts for 0.71% of the portfolio, ranked #31.
Medallion Wealth Advisors first reported a position in TOTL in Q4 2024 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.
- Medallion Wealth Advisors held 54,854 shares of State Street DoubleLine Total Return Tactical ETF worth $2.18M as of Q1 2026.
- Medallion Wealth Advisors bought 2,988 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $120K.
- State Street DoubleLine Total Return Tactical ETF made up 0.71% of Medallion Wealth Advisors's portfolio in Q1 2026, its #31 holding.
- Medallion Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 6 quarters since.
- 357 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.
Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.