Pinnacle Wealth Planning Services’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Pinnacle Wealth Planning Services’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	$21.8K	Hold	552	–	–	﹤0.01%	1737
2026 Q1	$21.9K	Hold	552	–	–	﹤0.01%	1653
2025 Q4	$22.2K	Buy	+552	New	+$22.4K	﹤0.01%	1665

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 Wealth Planning Services's TOTL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q2 2026 at 552 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Pinnacle Wealth Planning Services first reported a position in TOTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.2K in Q4 2025. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Pinnacle Wealth Planning Services held 552 shares of State Street DoubleLine Total Return Tactical ETF worth $21.8K as of Q2 2026.
Pinnacle Wealth Planning Services left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1737 holding.
Pinnacle Wealth Planning Services first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's State Street DoubleLine Total Return Tactical ETF position peaked at $22.2K in Q4 2025.
369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.