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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.15M Buy
130,426
+41,691
+47% +$1.65M 1.48% 22
2026
Q1
$3.52M Buy
88,735
+2,545
+3% +$102K 1.17% 31
2025
Q4
$3.47M Buy
86,190
+10,663
+14% +$432K 1.14% 30
2025
Q3
$3.06M Buy
75,527
+7,856
+12% +$315K 1.06% 30
2025
Q2
$2.71M Buy
67,671
+9,509
+16% +$378K 1.01% 31
2025
Q1
$2.34M Sell
58,162
-1,563
-3% -$62.2K 0.82% 35
2024
Q4
$2.35M Buy
59,725
+11,748
+24% +$472K 0.76% 37
2024
Q3
$1.99M Buy
47,977
+3,655
+8% +$149K 0.7% 40
2024
Q2
$1.76M Buy
44,322
+760
+2% +$30K 0.62% 46
2024
Q1
$1.74M Buy
43,562
+2,769
+7% +$110K 0.66% 47
2023
Q4
$1.64M Buy
+40,793
New +$1.58M 0.68% 45

Other funds holding TOTL

USAdvisors Wealth Management's TOTL Position: Q2 2026 in Review

USAdvisors Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 47% in Q2 2026, buying an estimated $1.65M and bringing the position to 130,426 shares worth $5.15M. The position accounts for 1.48% of the portfolio, ranked #22.

USAdvisors Wealth Management first reported a position in TOTL in Q4 2023 and has held it in 11 quarters since. 368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • USAdvisors Wealth Management held 130,426 shares of State Street DoubleLine Total Return Tactical ETF worth $5.15M as of Q2 2026.
  • USAdvisors Wealth Management bought 41,691 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $1.65M.
  • State Street DoubleLine Total Return Tactical ETF made up 1.48% of USAdvisors Wealth Management's portfolio in Q2 2026, its #22 holding.
  • USAdvisors Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2023 and has held it in 11 quarters since.
  • 368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.