Pinnacle Financial Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Pinnacle Financial Group’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	$4.41M	Buy	111,788 +2,644	+2%	+$104K	1.08%	26
2026 Q1	$4.34M	Buy	109,144 +19,061	+21%	+$766K	1.19%	24
2025 Q4	$3.63M	Buy	90,083 +16,082	+22%	+$651K	1.05%	26
2025 Q3	$3M	Buy	74,001 +30,894	+72%	+$1.24M	0.91%	29
2025 Q2	$1.73M	Buy	43,107 +656	+2%	+$26.1K	0.58%	37
2025 Q1	$1.71M	Buy	42,451 +26,534	+167%	+$1.06M	0.62%	36
2024 Q4	$627K	Buy	15,917 +5,415	+52%	+$217K	0.25%	40
2024 Q3	$435K	Buy	+10,502	New	+$429K	0.17%	53

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 Financial Group's TOTL Position: Q2 2026 in Review

Pinnacle Financial Group increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.4% in Q2 2026, buying an estimated $104K and bringing the position to 111,788 shares worth $4.41M. The position accounts for 1.08% of the portfolio, ranked #26.

Pinnacle Financial Group first reported a position in TOTL in Q3 2024 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Pinnacle Financial Group held 111,788 shares of State Street DoubleLine Total Return Tactical ETF worth $4.41M as of Q2 2026.
Pinnacle Financial Group bought 2,644 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $104K.
State Street DoubleLine Total Return Tactical ETF made up 1.08% of Pinnacle Financial Group's portfolio in Q2 2026, its #26 holding.
Pinnacle Financial Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and has held it in 8 quarters since.
369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.