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Sunbelt Securities’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Sunbelt Securities’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 		$29.3K Buy
737
+6
+0.8% +$241 ﹤0.01% 1187
2025
Q4 		$29.4K Buy
731
+13
+2% +$526 ﹤0.01% 1151
2025
Q3 		$29.1K Buy
+718
New +$28.8K ﹤0.01% 1155

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Sunbelt Securities's TOTL Position: Q1 2026 in Review

Sunbelt Securities increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 0.82% in Q1 2026, buying an estimated $241 and bringing the position to 737 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Sunbelt Securities first reported a position in TOTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $29.4K in Q4 2025. 361 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Sunbelt Securities held 737 shares of State Street DoubleLine Total Return Tactical ETF worth $29.3K as of Q1 2026.
  • Sunbelt Securities bought 6 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $241.
  • State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1187 holding.
  • Sunbelt Securities first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's State Street DoubleLine Total Return Tactical ETF position peaked at $29.4K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.