U.S. Capital Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

U.S. Capital Wealth Advisors’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	$293K	Sell	7,367 -651	-8%	-$26.2K	0.01%	829
2025 Q4	$323K	Buy	+8,018	New	+$325K	0.01%	781
2023 Q1	–	Sell	-8,545	Closed	-$342K	–	1449
2022 Q4	$342K	Buy	+8,545	New	+$342K	0.02%	510

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

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

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

U.S. Capital Wealth Advisors's TOTL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 8.1% in Q1 2026, selling an estimated $26.2K and leaving 7,367 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #829.

U.S. Capital Wealth Advisors first reported a position in TOTL in Q4 2022 and has held it in 3 quarters since. The position peaked at $342K in Q4 2022. 361 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

U.S. Capital Wealth Advisors held 7,367 shares of State Street DoubleLine Total Return Tactical ETF worth $293K as of Q1 2026.
U.S. Capital Wealth Advisors sold 651 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $26.2K.
State Street DoubleLine Total Return Tactical ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #829 holding.
U.S. Capital Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and has held it in 3 quarters since.
U.S. Capital Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $342K in Q4 2022.
361 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.