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 Q3	$3.77M	Buy	100,828 +39,357	+64%	+$1.52M	2.57%	8
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Midwest Financial Network's TOTL Position: Q3 2026 in Review

Midwest Financial Network increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 64% in Q3 2026, buying an estimated $1.52M and bringing the position to 100,828 shares worth $3.77M. The position accounts for 2.57% of the portfolio, ranked #8.

Midwest Financial Network first reported a position in TOTL in Q3 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold TOTL as of Q3 2026.

Midwest Financial Network held 100,828 shares of State Street DoubleLine Total Return Tactical ETF worth $3.77M as of Q3 2026.
Midwest Financial Network bought 39,357 State Street DoubleLine Total Return Tactical ETF shares in Q3 2026, an estimated $1.52M.
State Street DoubleLine Total Return Tactical ETF made up 2.57% of Midwest Financial Network's portfolio in Q3 2026, its #8 holding.
Midwest Financial Network first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2025 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.