Sheaff Brock Investment Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Sheaff Brock Investment Advisors’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
2019 Q3	–	Sell	-5,000	Closed	-$245K	–	496
2019 Q2	$245K	Hold	5,000	–	–	0.03%	373
2019 Q1	$242K	Hold	5,000	–	–	0.03%	385
2018 Q4	$237K	Hold	5,000	–	–	0.04%	362
2018 Q3	$236K	Hold	5,000	–	–	0.02%	403
2018 Q2	$238K	Hold	5,000	–	–	0.02%	414
2018 Q1	$240K	Hold	5,000	–	–	0.02%	414
2017 Q4	$243K	Hold	5,000	–	–	0.03%	405
2017 Q3	$246K	Hold	5,000	–	–	0.03%	412
2017 Q2	$246K	Hold	5,000	–	–	0.03%	442
2017 Q1	$244K	Hold	5,000	–	–	0.03%	459
2016 Q4	$242K	Hold	5,000	–	–	0.03%	468
2016 Q3	$251K	Hold	5,000	–	–	0.03%	408
2016 Q2	$250K	Hold	5,000	–	–	0.03%	424
2016 Q1	$247K	Hold	5,000	–	–	0.03%	436
2015 Q4	$243K	Buy	+5,000	New	+$246K	0.03%	466

Other funds holding TOTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sheaff Brock Investment Advisors's TOTL Position: Q3 2019 in Review

Sheaff Brock Investment Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2019, closing a stake of 5,000 shares — an estimated $245K sold.

Sheaff Brock Investment Advisors first reported a position in TOTL in Q4 2015 and held it in 15 quarters. The position peaked at $251K in Q3 2016. 288 funds tracked by Wall St. Rank hold TOTL as of Q3 2019.

Sheaff Brock Investment Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 5,000 State Street DoubleLine Total Return Tactical ETF shares in Q3 2019, an estimated $245K.
Sheaff Brock Investment Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2015 and held it in 15 quarters.
Sheaff Brock Investment Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $251K in Q3 2016.
288 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2019, filed 28 Oct 2019.