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RAFFA WEALTH MANAGEMENT, LLC’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q2 		$77.1K Sell
1,954
-47
-2% -$1.86K 0.01% 147
2026
Q1 		$79.5K Sell
2,001
-231
-10% -$9.29K 0.01% 131
2025
Q4 		$89.8K Hold
2,232
– – 0.01% 121
2025
Q3 		$90.6K Sell
2,232
-549
-20% -$22K 0.02% 118
2025
Q2 		$112K Sell
2,781
-189
-6% -$7.52K 0.02% 117
2025
Q1 		$120K Hold
2,970
– – 0.03% 101
2024
Q4 		$117K Hold
2,970
– – 0.03% 105
2024
Q3 		$123K Hold
2,970
– – 0.03% 100
2024
Q2 		$118K Hold
2,970
– – 0.03% 126
2024
Q1 		$119K Sell
2,970
-375
-11% -$14.9K 0.04% 122
2023
Q4 		$135K Buy
3,345
+127
+4% +$4.92K 0.04% 86
2023
Q3 		$124K Buy
3,218
+59
+2% +$2.34K 0.04% 83
2023
Q2 		$128K Buy
3,159
+1,734
+122% +$70.6K 0.04% 81
2023
Q1 		$58.5K Hold
1,425
– – 0.02% 132
2022
Q4 		$57.1K Buy
+1,425
New +$57.1K 0.02% 125
2020
Q1 		– Sell
-2,820
Closed -$138K – 885
2019
Q4 		$138K Hold
2,820
– – 0.05% 87
2019
Q3 		$139K Buy
+2,820
New +$139K 0.05% 85

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TOTL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.3% in Q2 2026, selling an estimated $1.86K and leaving 1,954 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #147.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TOTL in Q3 2019 and has held it in 17 quarters since. The position peaked at $139K in Q3 2019. 116 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,954 shares of State Street DoubleLine Total Return Tactical ETF worth $77.1K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 47 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $1.86K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #147 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2019 and has held it in 17 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's State Street DoubleLine Total Return Tactical ETF position peaked at $139K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.