Visionary Wealth Advisors’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
$6.02M Buy
152,547
+11,734
+8% +$464K 0.24% 110
2026
Q1
$5.59M Buy
140,813
+9,035
+7% +$363K 0.25% 105
2025
Q4
$5.3M Buy
131,778
+29,162
+28% +$1.18M 0.24% 109
2025
Q3
$4.16M Buy
102,616
+705
+0.7% +$28.3K 0.19% 118
2025
Q2
$4.09M Buy
101,911
+4,169
+4% +$166K 0.21% 116
2025
Q1
$3.94M Buy
97,742
+3,646
+4% +$145K 0.24% 114
2024
Q4
$3.71M Buy
94,096
+3,973
+4% +$160K 0.22% 114
2024
Q3
$3.73M Buy
90,123
+3,655
+4% +$149K 0.23% 110
2024
Q2
$3.43M Sell
86,468
-488
-0.6% -$19.2K 0.22% 112
2024
Q1
$3.48M Buy
86,956
+18,088
+26% +$721K 0.24% 112
2023
Q4
$2.77M Buy
68,868
+6,762
+11% +$262K 0.2% 128
2023
Q3
$2.4M Buy
62,106
+145
+0.2% +$5.75K 0.19% 128
2023
Q2
$2.51M Buy
61,961
+3,758
+6% +$153K 0.2% 122
2023
Q1
$2.39M Buy
58,203
+3,989
+7% +$163K 0.2% 111
2022
Q4
$2.17M Buy
54,214
+9,031
+20% +$362K 0.2% 110
2022
Q3
$1.81M Sell
45,183
-22,117
-33% -$930K 0.19% 118
2022
Q2
$2.84M Buy
67,300
+1,492
+2% +$64.3K 0.25% 99
2022
Q1
$2.95M Sell
65,808
-68,446
-51% -$3.15M 0.24% 104
2021
Q4
$6.36M Buy
134,254
+58,881
+78% +$2.81M 0.52% 45
2021
Q3
$3.64M Buy
75,373
+21,113
+39% +$1.02M 0.37% 73
2021
Q2
$2.63M Buy
54,260
+5,694
+12% +$275K 0.26% 89
2021
Q1
$2.34M Buy
+48,566
New +$2.37M 0.25% 101

Other funds holding TOTL

Visionary Wealth Advisors's TOTL Position: Q2 2026 in Review

Visionary Wealth Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 8.3% in Q2 2026, buying an estimated $464K and bringing the position to 152,547 shares worth $6.02M. The position accounts for 0.24% of the portfolio, ranked #110.

Visionary Wealth Advisors first reported a position in TOTL in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.36M in Q4 2021. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Visionary Wealth Advisors held 152,547 shares of State Street DoubleLine Total Return Tactical ETF worth $6.02M as of Q2 2026.
  • Visionary Wealth Advisors bought 11,734 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $464K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.24% of Visionary Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Visionary Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2021 and has held it in 22 quarters since.
  • Visionary Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $6.36M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.