Peterson Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Peterson Wealth Management’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
2022 Q4	–	Sell	-68,841	Closed	-$2.77M	–	62
2022 Q3	$2.77M	Buy	68,841 +13,498	+24%	+$568K	2.58%	10
2022 Q2	$2.33M	Sell	55,343 -5,130	-8%	-$221K	3.02%	10
2022 Q1	$2.71M	Sell	60,473 -29,069	-32%	-$1.34M	1.82%	15
2021 Q4	$4.24M	Sell	89,542 -16,277	-15%	-$777K	2.83%	12
2021 Q3	$5.11M	Buy	105,819 +1,743	+2%	+$84.4K	3.96%	7
2021 Q2	$5.04M	Sell	104,076 -70,637	-40%	-$3.42M	3.93%	7
2021 Q1	$8.42M	Buy	174,713 +2,722	+2%	+$133K	7.15%	3
2020 Q4	$8.48M	Buy	171,991 +4,320	+3%	+$213K	6.88%	2
2020 Q3	$8.27M	Buy	167,671 +7,993	+5%	+$396K	7.32%	2
2020 Q2	$7.91M	Buy	159,678 +4,381	+3%	+$215K	7.86%	1
2020 Q1	$7.45M	Sell	155,297 -6,639	-4%	-$326K	9.07%	1
2019 Q4	$7.97M	Buy	+161,936	New	+$7.94M	7.25%	3

Other funds holding TOTL

SEIA

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

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

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Peterson Wealth Management's TOTL Position: Q4 2022 in Review

Peterson Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2022, closing a stake of 68,841 shares — an estimated $2.77M sold.

Peterson Wealth Management first reported a position in TOTL in Q4 2019 and held it in 12 quarters. The position peaked at $8.48M in Q4 2020. 332 funds tracked by Wall St. Rank hold TOTL as of Q4 2022.

Peterson Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2022 after selling out during the quarter.
Peterson Wealth Management sold 68,841 State Street DoubleLine Total Return Tactical ETF shares in Q4 2022, an estimated $2.77M.
Peterson Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2019 and held it in 12 quarters.
Peterson Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $8.48M in Q4 2020.
332 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2022.

Based on Peterson Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.