SteelPeak Wealth’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

SteelPeak Wealth’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
2020 Q2	–	Sell	-41,734	Closed	-$2M	–	312
2020 Q1	$2M	Buy	41,734 +10,184	+32%	+$500K	0.32%	69
2019 Q4	$1.55M	Buy	+31,550	New	+$1.55M	0.21%	95

Other funds holding TOTL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SteelPeak Wealth's TOTL Position: Q2 2020 in Review

SteelPeak Wealth sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2020, closing a stake of 41,734 shares — an estimated $2M sold.

SteelPeak Wealth first reported a position in TOTL in Q4 2019 and held it in 2 quarters. The position peaked at $2M in Q1 2020. 314 funds tracked by Wall St. Rank hold TOTL as of Q2 2020.

SteelPeak Wealth reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2020 after selling out during the quarter.
SteelPeak Wealth sold 41,734 State Street DoubleLine Total Return Tactical ETF shares in Q2 2020, an estimated $2M.
SteelPeak Wealth first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2019 and held it in 2 quarters.
SteelPeak Wealth's State Street DoubleLine Total Return Tactical ETF position peaked at $2M in Q1 2020.
314 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2020.

Based on SteelPeak Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.