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Prime Capital Investment Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Prime Capital Investment Advisors’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 		$4.49M Buy
113,694
+4,361
+4% +$172K 0.04% 250
2026
Q1 		$4.34M Sell
109,333
-1,081
-1% -$43.5K 0.05% 242
2025
Q4 		$4.44M Buy
110,414
+1,354
+1% +$54.8K 0.05% 221
2025
Q3 		$4.42M Buy
109,060
+2,679
+3% +$108K 0.06% 217
2025
Q2 		$4.27M Sell
106,381
-3,183
-3% -$127K 0.06% 219
2025
Q1 		$4.41M Buy
109,564
+1,436
+1% +$57.1K 0.05% 241
2024
Q4 		$4.26M Sell
108,128
-3,769
-3% -$151K 0.06% 204
2024
Q3 		$4.63M Sell
111,897
-16,969
-13% -$692K 0.07% 202
2024
Q2 		$5.12M Sell
128,866
-7,493
-5% -$296K 0.08% 180
2024
Q1 		$5.46M Buy
136,359
+9,159
+7% +$365K 0.08% 191
2023
Q4 		$5.12M Buy
127,200
+27,930
+28% +$1.08M 0.08% 194
2023
Q3 		$3.84M Buy
99,270
+3,935
+4% +$156K 0.08% 180
2023
Q2 		$3.87M Buy
+95,335
New +$3.88M 0.08% 187
2023
Q1 		– Sell
-94,247
Closed -$3.77M – 654
2022
Q4 		$3.77M Buy
+94,247
New +$3.78M 0.14% 123
2021
Q2 		– Sell
-3,489
Closed -$168K – 532
2021
Q1 		$168K Sell
3,489
-1,225
-26% -$59.8K 0.01% 257
2020
Q4 		$232K Sell
4,714
-438
-9% -$21.6K 0.02% 227
2020
Q3 		$254K Sell
5,152
-4,233
-45% -$210K 0.02% 230
2020
Q2 		$465K Sell
9,385
-229
-2% -$11.2K 0.04% 180
2020
Q1 		$461K Buy
+9,614
New +$472K 0.05% 156

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
MFA
Morling Financial Advisors Fremont, California $360M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prime Capital Investment Advisors's TOTL Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 4% in Q2 2026, buying an estimated $172K and bringing the position to 113,694 shares worth $4.49M. The position accounts for 0.04% of the portfolio, ranked #250.

Prime Capital Investment Advisors first reported a position in TOTL in Q1 2020 and has held it in 19 quarters since. The position peaked at $5.46M in Q1 2024. 276 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Prime Capital Investment Advisors held 113,694 shares of State Street DoubleLine Total Return Tactical ETF worth $4.49M as of Q2 2026.
  • Prime Capital Investment Advisors bought 4,361 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $172K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #250 holding.
  • Prime Capital Investment Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2020 and has held it in 19 quarters since.
  • Prime Capital Investment Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $5.46M in Q1 2024.
  • 276 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.