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Root Financial Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Root Financial Partners’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
2025
Q4 		– Sell
-15
Closed -$609 – 2527
2025
Q3 		$609 Buy
+15
New +$602 ﹤0.01% 2129

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's TOTL Position: Q4 2025 in Review

Root Financial Partners sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2025, closing a stake of 15 shares — an estimated $609 sold.

Root Financial Partners first reported a position in TOTL in Q3 2025 and held it in 1 quarter. The position peaked at $609 in Q3 2025. 355 funds tracked by Wall St. Rank hold TOTL as of Q4 2025.

  • Root Financial Partners reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 15 State Street DoubleLine Total Return Tactical ETF shares in Q4 2025, an estimated $609.
  • Root Financial Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $609 in Q3 2025.
  • 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.