Midwest Financial Network’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Midwest Financial Network’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	$2.43M	Buy	61,471 +9,575	+18%	+$378K	1.66%	17
2026 Q1	$2.06M	Sell	51,896 -2,581	-5%	-$104K	1.64%	20
2025 Q4	$2.19M	Buy	54,477 +39,928	+274%	+$1.62M	1.69%	26
2025 Q3	$590K	Buy	+14,549	New	+$584K	0.48%	46

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

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

HFS

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Midwest Financial Network's TOTL Position: Q2 2026 in Review

Midwest Financial Network increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 18% in Q2 2026, buying an estimated $378K and bringing the position to 61,471 shares worth $2.43M. The position accounts for 1.66% of the portfolio, ranked #17.

Midwest Financial Network first reported a position in TOTL in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Midwest Financial Network held 61,471 shares of State Street DoubleLine Total Return Tactical ETF worth $2.43M as of Q2 2026.
Midwest Financial Network bought 9,575 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $378K.
State Street DoubleLine Total Return Tactical ETF made up 1.66% of Midwest Financial Network's portfolio in Q2 2026, its #17 holding.
Midwest Financial Network first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2025 and has held it in 4 quarters since.
95 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.