Strategic Family Wealth Counselors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Strategic Family Wealth Counselors’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 Q1	$1.41M	Buy	35,549 +3,410	+11%	+$137K	0.37%	58
2025 Q4	$1.29M	Sell	32,139 -1,309	-4%	-$53K	0.29%	66
2025 Q3	$1.36M	Buy	33,448 +12,412	+59%	+$498K	0.35%	56
2025 Q2	$844K	Buy	21,036 +238	+1%	+$9.46K	0.24%	68
2025 Q1	$838K	Buy	20,798 +2,694	+15%	+$107K	0.27%	66
2024 Q4	$713K	Sell	18,104 -2,227	-11%	-$89.4K	0.23%	67
2024 Q3	$842K	Sell	20,331 -558	-3%	-$22.8K	0.29%	58
2024 Q2	$830K	Buy	20,889 +3,909	+23%	+$154K	0.32%	53
2024 Q1	$680K	Buy	16,980 +1,490	+10%	+$59.4K	0.27%	56
2023 Q4	$623K	Sell	15,490 -3,844	-20%	-$149K	0.26%	57
2023 Q3	$747K	Buy	19,334 +1,086	+6%	+$43.1K	0.36%	46
2023 Q2	$740K	Buy	18,248 +726	+4%	+$29.6K	0.34%	46
2023 Q1	$719K	Buy	17,522 +4,478	+34%	+$183K	0.34%	47
2022 Q4	$522K	Buy	13,044 +138	+1%	+$5.53K	0.26%	57
2022 Q3	$519K	Buy	12,906 +81	+0.6%	+$3.41K	0.25%	50
2022 Q2	$541K	Buy	12,825 +67	+0.5%	+$2.89K	0.26%	50
2022 Q1	$571K	Buy	12,758 +40	+0.3%	+$1.84K	0.23%	54
2021 Q4	$602K	Sell	12,718 -6	-0%	-$286	0.19%	56
2021 Q3	$615K	Sell	12,724 -44	-0.3%	-$2.13K	0.21%	49
2021 Q2	$618K	Buy	12,768 +15	+0.1%	+$725	0.2%	49
2021 Q1	$615K	Buy	12,753 +29	+0.2%	+$1.42K	0.23%	45
2020 Q4	$627K	Buy	12,724 +74	+0.6%	+$3.65K	0.32%	44
2020 Q3	$624K	Buy	12,650 +47	+0.4%	+$2.33K	0.35%	43
2020 Q2	$624K	Sell	12,603 -351	-3%	-$17.2K	0.39%	43
2020 Q1	$621K	Sell	12,954 -3,085	-19%	-$151K	0.46%	39
2019 Q4	$786K	Buy	16,039 +46	+0.3%	+$2.25K	0.63%	32
2019 Q3	$787K	Sell	15,993 -222	-1%	-$10.9K	0.6%	31
2019 Q2	$796K	Buy	16,215 +61	+0.4%	+$2.95K	0.62%	29
2019 Q1	$781K	Sell	16,154 -8,677	-35%	-$414K	0.63%	30
2018 Q4	$1.18M	Buy	+24,831	New	+$1.17M	1.33%	22

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Strategic Family Wealth Counselors's TOTL Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 11% in Q1 2026, buying an estimated $137K and bringing the position to 35,549 shares worth $1.41M. The position accounts for 0.37% of the portfolio, ranked #58.

Strategic Family Wealth Counselors first reported a position in TOTL in Q4 2018 and has held it in 30 quarters since. 358 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

Strategic Family Wealth Counselors held 35,549 shares of State Street DoubleLine Total Return Tactical ETF worth $1.41M as of Q1 2026.
Strategic Family Wealth Counselors bought 3,410 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $137K.
State Street DoubleLine Total Return Tactical ETF made up 0.37% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #58 holding.
Strategic Family Wealth Counselors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2018 and has held it in 30 quarters since.
358 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.