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 Q3	$20.7K	Hold	552	–	–	﹤0.01%	1761
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Pinnacle Wealth Planning Services's TOTL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q3 2026 at 552 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Pinnacle Wealth Planning Services first reported a position in TOTL in Q4 2025 and has held it in 4 quarters since. The position peaked at $22.2K in Q4 2025. 112 funds tracked by Wall St. Rank hold TOTL as of Q3 2026.

Pinnacle Wealth Planning Services held 552 shares of State Street DoubleLine Total Return Tactical ETF worth $20.7K as of Q3 2026.
Pinnacle Wealth Planning Services left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q3 2026.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1761 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 4 quarters since.
Pinnacle Wealth Planning Services's State Street DoubleLine Total Return Tactical ETF position peaked at $22.2K in Q4 2025.
112 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.