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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Pinnacle Financial Group's TOTL Position: Q1 2026 in Review

Pinnacle Financial Group increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 21% in Q1 2026, buying an estimated $766K and bringing the position to 109,144 shares worth $4.34M. The position accounts for 1.19% of the portfolio, ranked #24.

Pinnacle Financial Group first reported a position in TOTL in Q3 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Pinnacle Financial Group held 109,144 shares of State Street DoubleLine Total Return Tactical ETF worth $4.34M as of Q1 2026.
  • Pinnacle Financial Group bought 19,061 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $766K.
  • State Street DoubleLine Total Return Tactical ETF made up 1.19% of Pinnacle Financial Group's portfolio in Q1 2026, its #24 holding.
  • Pinnacle Financial Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and has held it in 7 quarters since.
  • 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.