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Monument Capital Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Monument Capital 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 		$377K Buy
+9,561
New +$378K 0.08% 194

Other funds holding TOTL

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

Monument Capital Management's TOTL Position: Q2 2026 in Review

Monument Capital Management opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 9,561 shares worth $377K. The stake represents 0.08% of the portfolio and ranks #194 among its holdings.

153 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Monument Capital Management held 9,561 shares of State Street DoubleLine Total Return Tactical ETF worth $377K as of Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF was a new Monument Capital Management position in Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF made up 0.08% of Monument Capital Management's portfolio in Q2 2026, its #194 holding.
  • 153 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.