Van Hulzen Asset Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Van Hulzen Asset Management’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	-6,700	Closed	-$269K	–	347
2025 Q2	$269K	Hold	6,700	–	–	0.02%	267
2025 Q1	$270K	Hold	6,700	–	–	0.02%	259
2024 Q4	$264K	Hold	6,700	–	–	0.02%	278
2024 Q3	$277K	Hold	6,700	–	–	0.02%	268
2024 Q2	$266K	Hold	6,700	–	–	0.02%	269
2024 Q1	$268K	Buy	+6,700	New	+$267K	0.02%	277

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

Van Hulzen Asset Management's TOTL Position: Q3 2025 in Review

Van Hulzen Asset Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2025, closing a stake of 6,700 shares — an estimated $269K sold.

Van Hulzen Asset Management first reported a position in TOTL in Q1 2024 and held it in 6 quarters. The position peaked at $277K in Q3 2024. 331 funds tracked by Wall St. Rank hold TOTL as of Q3 2025.

Van Hulzen Asset Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 6,700 State Street DoubleLine Total Return Tactical ETF shares in Q3 2025, an estimated $269K.
Van Hulzen Asset Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2024 and held it in 6 quarters.
Van Hulzen Asset Management's State Street DoubleLine Total Return Tactical ETF position peaked at $277K in Q3 2024.
331 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2025.

Based on Van Hulzen Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.