SageView Advisory Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
SageView Advisory Group's TOTL Position: Q1 2026 in Review
SageView Advisory Group sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2026, closing a stake of 2,090 shares — an estimated $84.1K sold.
SageView Advisory Group first reported a position in TOTL in Q4 2022 and held it in 6 quarters. The position peaked at $628K in Q2 2023. 361 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.
- SageView Advisory Group reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
- SageView Advisory Group sold 2,090 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $84.1K.
- SageView Advisory Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and held it in 6 quarters.
- SageView Advisory Group's State Street DoubleLine Total Return Tactical ETF position peaked at $628K in Q2 2023.
- 361 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.
Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.