Paladin Advisory Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Paladin Advisory 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
2026 Q3	$25.9K	Hold	693	–	–	0.02%	177
2026 Q2	$27.4K	Sell	693 -310	-31%	-$12.3K	0.02%	179
2026 Q1	$39.8K	Sell	1,003 -303	-23%	-$12.2K	0.03%	154
2025 Q4	$52.6K	Hold	1,306	–	–	0.04%	150
2025 Q3	$53K	Hold	1,306	–	–	0.04%	142
2025 Q2	$52.4K	Buy	+1,306	New	+$51.9K	0.04%	141
2023 Q4	–	Sell	-47	Closed	-$1.82K	–	255
2023 Q3	$1.82K	Sell	47 -63	-57%	-$2.5K	﹤0.01%	251
2023 Q2	$4.46K	Sell	110 -5,942	-98%	-$242K	﹤0.01%	237
2023 Q1	$248K	Buy	+6,052	New	+$247K	0.21%	84
2022 Q2	–	Sell	-60,571	Closed	-$2.61M	–	494
2022 Q1	$2.7M	Buy	+60,571	New	+$2.79M	2.2%	13

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Cheviot Value Management Beverly Hills, California $1.03B AUM 18.09% 1-Year Est. Return

Morling Financial Advisors Fremont, California $374M AUM 9.53% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Paladin Advisory Group's TOTL Position: Q3 2026 in Review

Paladin Advisory Group held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q3 2026 at 693 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #177.

Paladin Advisory Group first reported a position in TOTL in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.7M in Q1 2022. 229 funds tracked by Wall St. Rank hold TOTL as of Q3 2026.

Paladin Advisory Group held 693 shares of State Street DoubleLine Total Return Tactical ETF worth $25.9K as of Q3 2026.
Paladin Advisory Group left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q3 2026.
State Street DoubleLine Total Return Tactical ETF made up 0.02% of Paladin Advisory Group's portfolio in Q3 2026, its #177 holding.
Paladin Advisory Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2022 and has held it in 10 quarters since.
Paladin Advisory Group's State Street DoubleLine Total Return Tactical ETF position peaked at $2.7M in Q1 2022.
229 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.