Quest 10 Wealth Builders’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Quest 10 Wealth Builders’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	$4.46K	Hold	113	–	–	﹤0.01%	549
2026 Q1	$4.49K	Hold	113	–	–	﹤0.01%	541
2025 Q4	$4.55K	Hold	113	–	–	﹤0.01%	506
2025 Q3	$4.58K	Sell	113 -2	-2%	-$80	﹤0.01%	504
2025 Q2	$4.61K	Sell	115 -3	-3%	-$119	﹤0.01%	501
2025 Q1	$4.75K	Sell	118 -6	-5%	-$239	0.01%	473
2024 Q4	$4.88K	Buy	+124	New	+$4.98K	﹤0.01%	500

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Quest 10 Wealth Builders's TOTL Position: Q2 2026 in Review

Quest 10 Wealth Builders held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q2 2026 at 113 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Quest 10 Wealth Builders first reported a position in TOTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.88K in Q4 2024. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Quest 10 Wealth Builders held 113 shares of State Street DoubleLine Total Return Tactical ETF worth $4.46K as of Q2 2026.
Quest 10 Wealth Builders left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #549 holding.
Quest 10 Wealth Builders first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's State Street DoubleLine Total Return Tactical ETF position peaked at $4.88K in Q4 2024.
369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.