WCG 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
$26.4M Sell
669,685
-14,722
-2% -$582K 0.63% 40
2026
Q1
$27.2M Sell
684,407
-6,036
-0.9% -$243K 0.76% 34
2025
Q4
$27.8M Buy
690,443
+43,262
+7% +$1.75M 0.78% 35
2025
Q3
$26.3M Buy
647,181
+10,330
+2% +$415K 1.65% 10
2025
Q2
$25.5M Sell
636,851
-122,508
-16% -$4.87M 1.65% 10
2025
Q1
$30.6M Buy
759,359
+27,188
+4% +$1.08M 2.32% 3
2024
Q4
$28.8M Buy
732,171
+374,288
+105% +$15M 1.91% 8
2024
Q3
$14.8M Buy
357,883
+346,556
+3,060% +$14.1M 1% 24
2024
Q2
$450K Buy
+11,327
New +$447K 0.03% 250
2023
Q2
Sell
-84,067
Closed -$3.45M 186
2023
Q1
$3.45M Sell
84,067
-1,019
-1% -$41.6K 0.44% 54
2022
Q4
$3.4M Buy
85,086
+8,421
+11% +$337K 0.47% 53
2022
Q3
$3.46M Sell
76,665
-6,021
-7% -$253K 0.46% 53
2022
Q2
$3.49M Buy
+82,686
New +$3.56M 0.48% 50

Other funds holding TOTL

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

WCG Wealth Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.2% in Q2 2026, selling an estimated $582K and leaving 669,685 shares worth $26.4M. The position accounts for 0.63% of the portfolio, ranked #40.

WCG Wealth Advisors first reported a position in TOTL in Q2 2022 and has held it in 13 quarters since. The position peaked at $30.6M in Q1 2025. 369 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • WCG Wealth Advisors held 669,685 shares of State Street DoubleLine Total Return Tactical ETF worth $26.4M as of Q2 2026.
  • WCG Wealth Advisors sold 14,722 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $582K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.63% of WCG Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • WCG Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2022 and has held it in 13 quarters since.
  • WCG Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $30.6M in Q1 2025.
  • 369 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.