PAG
TOTL icon

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
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
Q4 		– Hold
0
– – – 494
2022
Q3 		– Hold
0
– – – 504
2022
Q2 		– Sell
-60,571
Closed -$2.61M – 500
2022
Q1 		$2.7M Buy
+60,571
New +$2.79M 2.2% 13
2021
Q4 		– Hold
0
– – – 497

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $4.94B AUM 23.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $1.89B AUM 11.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return