NWAM LLC’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

NWAM LLC’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	+9,548	New	+$377K	0.02%	504

Other funds holding TOTL

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

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

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

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

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

NWAM LLC's TOTL Position: Q2 2026 in Review

NWAM LLC opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 9,548 shares worth $377K. The stake represents 0.02% of the portfolio and ranks #504 among its holdings.

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

NWAM LLC held 9,548 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 NWAM LLC position in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #504 holding.
91 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.