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
2023 Q1	–	Sell	-19,949	Closed	-$799K	–	476
2022 Q4	$799K	Buy	19,949 +16,842	+542%	+$675K	0.68%	42
2022 Q3	$124K	Sell	3,107 -41,182	-93%	-$1.73M	0.11%	111
2022 Q2	$1.87M	Buy	+44,289	New	+$1.91M	1.61%	20
2022 Q1	–	Sell	-41,991	Closed	-$1.99M	–	494
2021 Q4	$1.99M	Buy	+41,991	New	+$2M	1.61%	16

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Paladin Advisory Group's TOTL Position: Q2 2026 in Review

Paladin Advisory Group reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 31% in Q2 2026, selling an estimated $12.3K and leaving 693 shares worth $27.4K. The position accounts for 0.02% of the portfolio, ranked #179.

Paladin Advisory Group first reported a position in TOTL in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.7M in Q1 2022. 368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Paladin Advisory Group held 693 shares of State Street DoubleLine Total Return Tactical ETF worth $27.4K as of Q2 2026.
Paladin Advisory Group sold 310 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $12.3K.
State Street DoubleLine Total Return Tactical ETF made up 0.02% of Paladin Advisory Group's portfolio in Q2 2026, its #179 holding.
Paladin Advisory Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2022 and has held it in 9 quarters since.
Paladin Advisory Group's State Street DoubleLine Total Return Tactical ETF position peaked at $2.7M in Q1 2022.
368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.