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

Objective 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 Q3	$292K	Sell	7,800 -1,000	-11%	-$38.6K	0.26%	80
2026 Q2	$347K	Buy	8,800 +2,100	+31%	+$83K	0.31%	69
2026 Q1	$266K	Buy	+6,700	New	+$269K	0.27%	76

Other funds holding TOTL

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 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

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Objective Capital Management's TOTL Position: Q3 2026 in Review

Objective Capital Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 11% in Q3 2026, selling an estimated $38.6K and leaving 7,800 shares worth $292K. The position accounts for 0.26% of the portfolio, ranked #80.

Objective Capital Management first reported a position in TOTL in Q1 2026 and has held it in 3 quarters since. The position peaked at $347K in Q2 2026. 78 funds tracked by Wall St. Rank hold TOTL as of Q3 2026.

Objective Capital Management held 7,800 shares of State Street DoubleLine Total Return Tactical ETF worth $292K as of Q3 2026.
Objective Capital Management sold 1,000 State Street DoubleLine Total Return Tactical ETF shares in Q3 2026, an estimated $38.6K.
State Street DoubleLine Total Return Tactical ETF made up 0.26% of Objective Capital Management's portfolio in Q3 2026, its #80 holding.
Objective Capital Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2026 and has held it in 3 quarters since.
Objective Capital Management's State Street DoubleLine Total Return Tactical ETF position peaked at $347K in Q2 2026.
78 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.