Medallion Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
Medallion Wealth Advisors's TOTL Position: Q2 2026 in Review
Medallion Wealth Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 5.8% in Q2 2026, selling an estimated $125K and leaving 51,681 shares worth $2.04M. The position accounts for 0.64% of the portfolio, ranked #41.
Medallion Wealth Advisors first reported a position in TOTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q1 2026. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.
- Medallion Wealth Advisors held 51,681 shares of State Street DoubleLine Total Return Tactical ETF worth $2.04M as of Q2 2026.
- Medallion Wealth Advisors sold 3,173 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $125K.
- State Street DoubleLine Total Return Tactical ETF made up 0.64% of Medallion Wealth Advisors's portfolio in Q2 2026, its #41 holding.
- Medallion Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 7 quarters since.
- Medallion Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $2.18M in Q1 2026.
- 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.
Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.