Pension & Wealth Management Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Pension & Wealth Management Advisors's TOTL Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 0.73% in Q2 2026, buying an estimated $187K and bringing the position to 651,453 shares worth $25.7M. The position accounts for 6.93% of the portfolio, ranked #3.

Pension & Wealth Management Advisors first reported a position in TOTL in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.2M in Q4 2025. 355 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

• Pension & Wealth Management Advisors held 651,453 shares of State Street DoubleLine Total Return Tactical ETF worth $25.7M as of Q2 2026.
• Pension & Wealth Management Advisors bought 4,722 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $187K.
• State Street DoubleLine Total Return Tactical ETF made up 6.93% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #3 holding.
• Pension & Wealth Management Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and has held it in 15 quarters since.
• Pension & Wealth Management Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $26.2M in Q4 2025.
• 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.