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Silver Grove Financial Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Silver Grove Financial Group’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 		$14.7K Buy
+372
New +$14.7K 0.01% 745

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Silver Grove Financial Group's TOTL Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 372 shares worth $14.7K. The stake represents 0.01% of the portfolio and ranks #745 among its holdings.

368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Silver Grove Financial Group held 372 shares of State Street DoubleLine Total Return Tactical ETF worth $14.7K as of Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF was a new Silver Grove Financial Group position in Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #745 holding.
  • 368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.