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Peapack-Gladstone Financial Corp’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Peapack-Gladstone Financial Corp’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
Q2 		– Sell
-70,104
Closed -$2.82M – 710
2025
Q1 		$2.82M Buy
+70,104
New +$2.79M 0.04% 292

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 $5.56B AUM 26.66% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peapack-Gladstone Financial Corp's TOTL Position: Q2 2025 in Review

Peapack-Gladstone Financial Corp sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2025, closing a stake of 70,104 shares — an estimated $2.82M sold.

Peapack-Gladstone Financial Corp first reported a position in TOTL in Q1 2025 and held it in 1 quarter. The position peaked at $2.82M in Q1 2025. 338 funds tracked by Wall St. Rank hold TOTL as of Q2 2025.

  • Peapack-Gladstone Financial Corp reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 70,104 State Street DoubleLine Total Return Tactical ETF shares in Q2 2025, an estimated $2.82M.
  • Peapack-Gladstone Financial Corp first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2025 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's State Street DoubleLine Total Return Tactical ETF position peaked at $2.82M in Q1 2025.
  • 338 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2025, filed 14 Aug 2025.