PBF
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Petix & Botte Financial’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Petix & Botte Financial’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
2024
Q2 		– Sell
-5,241
Closed -$210K – 159
2024
Q1 		$210K Buy
+5,241
New +$209K 0.05% 135

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Petix & Botte Financial's TOTL Position: Q2 2024 in Review

Petix & Botte Financial sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2024, closing a stake of 5,241 shares — an estimated $210K sold.

Petix & Botte Financial first reported a position in TOTL in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 324 funds tracked by Wall St. Rank hold TOTL as of Q2 2024.

  • Petix & Botte Financial reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 5,241 State Street DoubleLine Total Return Tactical ETF shares in Q2 2024, an estimated $210K.
  • Petix & Botte Financial first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's State Street DoubleLine Total Return Tactical ETF position peaked at $210K in Q1 2024.
  • 324 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.