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

Oarsman Capital’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
2025 Q1	–	Sell	-900	Closed	-$35.5K	–	787
2024 Q4	$35.5K	Hold	900	–	–	0.01%	506
2024 Q3	$37.3K	Buy	+900	New	+$36.7K	0.01%	497
2021 Q1	–	Sell	-4,754	Closed	-$234K	–	194
2020 Q4	$234K	Buy	4,754 +6	+0.1%	+$296	0.09%	158
2020 Q3	$234K	Sell	4,748 -783	-14%	-$38.8K	0.11%	146
2020 Q2	$274K	Buy	+5,531	New	+$271K	0.14%	130
2020 Q1	–	Sell	-4,748	Closed	-$233K	–	172
2019 Q4	$233K	Buy	+4,748	New	+$233K	0.11%	164

Other funds holding TOTL

SEIA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

Oarsman Capital's TOTL Position: Q1 2025 in Review

Oarsman Capital sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2025, closing a stake of 900 shares — an estimated $35.5K sold.

Oarsman Capital first reported a position in TOTL in Q4 2019 and held it in 6 quarters. The position peaked at $274K in Q2 2020. 346 funds tracked by Wall St. Rank hold TOTL as of Q1 2025.

Oarsman Capital reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 900 State Street DoubleLine Total Return Tactical ETF shares in Q1 2025, an estimated $35.5K.
Oarsman Capital first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2019 and held it in 6 quarters.
Oarsman Capital's State Street DoubleLine Total Return Tactical ETF position peaked at $274K in Q2 2020.
346 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.