Principia Wealth Advisory’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
Principia Wealth Advisory's TOTL Position: Q2 2026 in Review
Principia Wealth Advisory increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 17% in Q2 2026, buying an estimated $306K and bringing the position to 52,765 shares worth $2.08M. The position accounts for 1.04% of the portfolio, ranked #27.
Principia Wealth Advisory first reported a position in TOTL in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.
- Principia Wealth Advisory held 52,765 shares of State Street DoubleLine Total Return Tactical ETF worth $2.08M as of Q2 2026.
- Principia Wealth Advisory bought 7,750 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $306K.
- State Street DoubleLine Total Return Tactical ETF made up 1.04% of Principia Wealth Advisory's portfolio in Q2 2026, its #27 holding.
- Principia Wealth Advisory first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2025 and has held it in 4 quarters since.
- 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.