Onyx Bridge Wealth Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Onyx Bridge Wealth Group’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 Q4	–	Sell	-7,227	Closed	-$293K	–	387
2025 Q3	$293K	Buy	+7,227	New	+$290K	0.03%	283
2021 Q4	–	Sell	-71,625	Closed	-$3.43M	–	179
2021 Q3	$3.43M	Sell	71,625 -18,951	-21%	-$918K	1.29%	12
2021 Q2	$4.39M	Sell	90,576 -13,791	-13%	-$667K	1.9%	13
2021 Q1	$5.03M	Buy	104,367 +17,181	+20%	+$839K	2.52%	10
2020 Q4	$4.3M	Buy	+87,186	New	+$4.3M	2.81%	11

Other funds holding TOTL

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

SEIA

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

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

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Onyx Bridge Wealth Group's TOTL Position: Q4 2025 in Review

Onyx Bridge Wealth Group sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2025, closing a stake of 7,227 shares — an estimated $293K sold.

Onyx Bridge Wealth Group first reported a position in TOTL in Q4 2020 and held it in 5 quarters. The position peaked at $5.03M in Q1 2021. 355 funds tracked by Wall St. Rank hold TOTL as of Q4 2025.

Onyx Bridge Wealth Group reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2025 after selling out during the quarter.
Onyx Bridge Wealth Group sold 7,227 State Street DoubleLine Total Return Tactical ETF shares in Q4 2025, an estimated $293K.
Onyx Bridge Wealth Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and held it in 5 quarters.
Onyx Bridge Wealth Group's State Street DoubleLine Total Return Tactical ETF position peaked at $5.03M in Q1 2021.
355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2025, filed 18 Feb 2026.