Pacifica Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Pacifica Partners’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	$7.46K	Hold	200	–	–	﹤0.01%	318
2026 Q2	$7.87K	Sell	200 -685	-77%	-$27.1K	﹤0.01%	326
2026 Q1	$35.2K	Sell	885 -206	-19%	-$8.28K	0.01%	213
2025 Q4	$43.9K	Sell	1,091 -296	-21%	-$12K	0.02%	188
2025 Q3	$56.2K	Buy	1,387 +2	+0.1%	+$80	0.02%	191
2025 Q2	$55.4K	Buy	1,385 +3	+0.2%	+$119	0.02%	193
2025 Q1	$55.8K	Buy	1,382 +2	+0.1%	+$80	0.03%	187
2024 Q4	$54.4K	Sell	1,380 -7	-0.5%	-$281	0.02%	189
2024 Q3	$57.4K	Sell	1,387 -1,165	-46%	-$47.5K	0.02%	199
2024 Q2	$101K	Buy	2,552 +15	+0.6%	+$592	0.04%	155
2024 Q1	$101K	Sell	2,537 -166	-6%	-$6.62K	0.04%	154
2023 Q4	$106K	Buy	2,703 +12	+0.4%	+$465	0.05%	145
2023 Q3	$103K	Sell	2,691 -185	-6%	-$7.34K	0.06%	125
2023 Q2	$116K	Sell	2,876 -85	-3%	-$3.46K	0.07%	116
2023 Q1	$122K	Buy	2,961 +9	+0.3%	+$367	0.07%	115
2022 Q4	$119K	Buy	2,952 +29	+1%	+$1.16K	0.08%	112
2022 Q3	$117K	Sell	2,923 -391	-12%	-$16.4K	0.08%	109
2022 Q2	$141K	Buy	3,314 +15	+0.5%	+$646	0.1%	106
2022 Q1	$151K	Buy	3,299 +4	+0.1%	+$184	0.1%	100
2021 Q4	$155K	Buy	3,295 +15	+0.5%	+$716	0.1%	100
2021 Q3	$158K	Sell	3,280 -191	-6%	-$9.25K	0.12%	88
2021 Q2	$166K	Sell	3,471 -15	-0.4%	-$725	0.13%	87
2021 Q1	$167K	Sell	3,486 -147	-4%	-$7.18K	0.14%	82
2020 Q4	$179K	Buy	3,633 +8	+0.2%	+$395	0.17%	75
2020 Q3	$179K	Buy	3,625 +493	+16%	+$24.4K	0.19%	74
2020 Q2	$154K	Sell	3,132 -339	-10%	-$16.6K	0.17%	77
2020 Q1	$167K	Sell	3,471 -588	-14%	-$28.9K	0.21%	68
2019 Q4	$199K	Buy	+4,059	New	+$199K	0.19%	72

Other funds holding TOTL

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 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

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Pacifica Partners's TOTL Position: Q3 2026 in Review

Pacifica Partners held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q3 2026 at 200 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Pacifica Partners first reported a position in TOTL in Q4 2019 and has held it in 28 quarters since. The position peaked at $199K in Q4 2019. 97 funds tracked by Wall St. Rank hold TOTL as of Q3 2026.

Pacifica Partners held 200 shares of State Street DoubleLine Total Return Tactical ETF worth $7.46K as of Q3 2026.
Pacifica Partners left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q3 2026.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Pacifica Partners's portfolio in Q3 2026, its #318 holding.
Pacifica Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2019 and has held it in 28 quarters since.
Pacifica Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $199K in Q4 2019.
97 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.