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

Pinnacle Family Advisors’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
2026 Q2	$629K	Buy	15,942 +1,184	+8%	+$46.8K	0.26%	69
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SEIA

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

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

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Family Advisors's TOTL Position: Q2 2026 in Review

Pinnacle Family Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 8% in Q2 2026, buying an estimated $46.8K and bringing the position to 15,942 shares worth $629K. The position accounts for 0.26% of the portfolio, ranked #69.

Pinnacle Family Advisors first reported a position in TOTL in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Pinnacle Family Advisors held 15,942 shares of State Street DoubleLine Total Return Tactical ETF worth $629K as of Q2 2026.
Pinnacle Family Advisors bought 1,184 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $46.8K.
State Street DoubleLine Total Return Tactical ETF made up 0.26% of Pinnacle Family Advisors's portfolio in Q2 2026, its #69 holding.
Pinnacle Family Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and has held it in 3 quarters since.
368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.