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

Raffa Wealth Management’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	$77.1K	Sell	1,954 -47	-2%	-$1.86K	0.01%	147
2026 Q1	$79.5K	Sell	2,001 -231	-10%	-$9.29K	0.01%	131
2025 Q4	$89.8K	Hold	2,232	–	–	0.01%	121
2025 Q3	$90.6K	Sell	2,232 -549	-20%	-$22K	0.02%	118
2025 Q2	$112K	Sell	2,781 -189	-6%	-$7.52K	0.02%	117
2025 Q1	$120K	Hold	2,970	–	–	0.03%	101
2024 Q4	$117K	Hold	2,970	–	–	0.03%	105
2024 Q3	$123K	Hold	2,970	–	–	0.03%	100
2024 Q2	$118K	Hold	2,970	–	–	0.03%	126
2024 Q1	$119K	Sell	2,970 -375	-11%	-$14.9K	0.04%	122
2023 Q4	$135K	Buy	3,345 +127	+4%	+$4.92K	0.04%	86
2023 Q3	$124K	Buy	3,218 +59	+2%	+$2.34K	0.04%	83
2023 Q2	$128K	Buy	3,159 +1,734	+122%	+$70.6K	0.04%	81
2023 Q1	$58.5K	Hold	1,425	–	–	0.02%	132
2022 Q4	$57.1K	Buy	+1,425	New	+$57.1K	0.02%	125
2020 Q1	–	Sell	-2,820	Closed	-$138K	–	885
2019 Q4	$138K	Hold	2,820	–	–	0.05%	87
2019 Q3	$139K	Buy	+2,820	New	+$139K	0.05%	85

Other funds holding TOTL

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

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

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

Raffa Wealth Management's TOTL Position: Q2 2026 in Review

Raffa Wealth Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.3% in Q2 2026, selling an estimated $1.86K and leaving 1,954 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #147.

Raffa Wealth Management first reported a position in TOTL in Q3 2019 and has held it in 17 quarters since. The position peaked at $139K in Q3 2019. 355 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Raffa Wealth Management held 1,954 shares of State Street DoubleLine Total Return Tactical ETF worth $77.1K as of Q2 2026.
Raffa Wealth Management sold 47 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $1.86K.
State Street DoubleLine Total Return Tactical ETF made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #147 holding.
Raffa Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2019 and has held it in 17 quarters since.
Raffa Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $139K in Q3 2019.
355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.