Pinnacle Family Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$586K Buy
14,758
+754
+5% +$30.3K 0.28% 64
2025
Q4
$564K Buy
+14,004
New +$567K 0.25% 74

Other funds holding TOTL

Pinnacle Family Advisors's TOTL Position: Q1 2026 in Review

Pinnacle Family Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 5.4% in Q1 2026, buying an estimated $30.3K and bringing the position to 14,758 shares worth $586K. The position accounts for 0.28% of the portfolio, ranked #64.

Pinnacle Family Advisors first reported a position in TOTL in Q4 2025 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Pinnacle Family Advisors held 14,758 shares of State Street DoubleLine Total Return Tactical ETF worth $586K as of Q1 2026.
  • Pinnacle Family Advisors bought 754 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $30.3K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.28% of Pinnacle Family Advisors's portfolio in Q1 2026, its #64 holding.
  • Pinnacle Family Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.