Toth Financial Advisory’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Toth Financial Advisory’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
2025 Q3	–	Sell	-186	Closed	-$7.46K	–	829
2025 Q2	$7.46K	Buy	+186	New	+$7.4K	﹤0.01%	519
2023 Q2	–	Sell	-260	Closed	-$10.7K	–	891
2023 Q1	$10.7K	Hold	260	–	–	﹤0.01%	450
2022 Q4	$10.4K	Hold	260	–	–	﹤0.01%	436
2022 Q3	$10K	Sell	260 -85	-25%	-$3.57K	﹤0.01%	464
2022 Q2	$15K	Hold	345	–	–	﹤0.01%	392
2022 Q1	$15K	Hold	345	–	–	﹤0.01%	420
2021 Q4	$16K	Hold	345	–	–	﹤0.01%	426
2021 Q3	$17K	Hold	345	–	–	﹤0.01%	421
2021 Q2	$17K	Hold	345	–	–	﹤0.01%	405
2021 Q1	$17K	Hold	345	–	–	﹤0.01%	407
2020 Q4	$17K	Hold	345	–	–	﹤0.01%	365
2020 Q3	$17K	Hold	345	–	–	﹤0.01%	332
2020 Q2	$17K	Hold	345	–	–	﹤0.01%	300
2020 Q1	$17K	Hold	345	–	–	﹤0.01%	241
2019 Q4	$17K	Hold	345	–	–	﹤0.01%	271
2019 Q3	$17K	Hold	345	–	–	﹤0.01%	285
2019 Q2	$17K	Hold	345	–	–	﹤0.01%	287
2019 Q1	$17K	Hold	345	–	–	﹤0.01%	273
2018 Q4	$16K	Hold	345	–	–	﹤0.01%	257
2018 Q3	$16K	Hold	345	–	–	﹤0.01%	285
2018 Q2	$16K	Hold	345	–	–	﹤0.01%	285
2018 Q1	$17K	Hold	345	–	–	﹤0.01%	282
2017 Q4	$17K	Buy	+345	New	+$16.9K	﹤0.01%	289

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Toth Financial Advisory's TOTL Position: Q3 2025 in Review

Toth Financial Advisory sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2025, closing a stake of 186 shares — an estimated $7.46K sold.

Toth Financial Advisory first reported a position in TOTL in Q4 2017 and held it in 23 quarters. The position peaked at $17K in Q3 2021. 331 funds tracked by Wall St. Rank hold TOTL as of Q3 2025.

Toth Financial Advisory reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2025 after selling out during the quarter.
Toth Financial Advisory sold 186 State Street DoubleLine Total Return Tactical ETF shares in Q3 2025, an estimated $7.46K.
Toth Financial Advisory first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2017 and held it in 23 quarters.
Toth Financial Advisory's State Street DoubleLine Total Return Tactical ETF position peaked at $17K in Q3 2021.
331 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.