Premier Private Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.61M Sell
91,342
-4,943
-5% -$195K 3.15% 11
2026
Q1
$3.83M Sell
96,285
-6,924
-7% -$278K 4.03% 9
2025
Q4
$4.14M Buy
+103,209
New +$4.18M 4.29% 9

Other funds holding TOTL

Premier Private Wealth Management's TOTL Position: Q2 2026 in Review

Premier Private Wealth Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 5.1% in Q2 2026, selling an estimated $195K and leaving 91,342 shares worth $3.61M. The position accounts for 3.15% of the portfolio, ranked #11.

Premier Private Wealth Management first reported a position in TOTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.14M in Q4 2025. 368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Premier Private Wealth Management held 91,342 shares of State Street DoubleLine Total Return Tactical ETF worth $3.61M as of Q2 2026.
  • Premier Private Wealth Management sold 4,943 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $195K.
  • State Street DoubleLine Total Return Tactical ETF made up 3.15% of Premier Private Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Premier Private Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and has held it in 3 quarters since.
  • Premier Private Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $4.14M in Q4 2025.
  • 368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Premier Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.