PWM
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PMG Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.66M Buy
116,656
+9,412
+9% +$376K 3.85% 9
2025
Q1
$4.3M Buy
107,244
+6,190
+6% +$248K 4.57% 9
2024
Q4
$3.98M Buy
+101,054
New +$3.98M 3.62% 11