My Legacy Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

My Legacy Advisors’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
2023 Q2	–	Sell	-26,730	Closed	-$1.1M	–	220
2023 Q1	$1.1M	Buy	26,730 +666	+3%	+$27.2K	0.47%	69
2022 Q4	$1.08M	Buy	+26,064	New	+$1.04M	0.46%	73

Other funds holding TOTL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

My Legacy Advisors's TOTL Position: Q2 2023 in Review

My Legacy Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2023, closing a stake of 26,730 shares — an estimated $1.1M sold.

My Legacy Advisors first reported a position in TOTL in Q4 2022 and held it in 2 quarters. The position peaked at $1.1M in Q1 2023. 314 funds tracked by Wall St. Rank hold TOTL as of Q2 2023.

My Legacy Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2023 after selling out during the quarter.
My Legacy Advisors sold 26,730 State Street DoubleLine Total Return Tactical ETF shares in Q2 2023, an estimated $1.1M.
My Legacy Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and held it in 2 quarters.
My Legacy Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $1.1M in Q1 2023.
314 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2023.

Based on My Legacy Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.