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

Stablepoint 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
2026 Q2	$8.67M	Buy	219,753 +8,170	+4%	+$323K	1.2%	19
2026 Q1	$8.41M	Buy	+211,583	New	+$8.51M	1.25%	17

Other funds holding TOTL

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return