WCG Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
WCG Wealth Advisors's TOTL Position: Q1 2026 in Review
WCG Wealth Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 0.87% in Q1 2026, selling an estimated $243K and leaving 684,407 shares worth $27.2M. The position accounts for 0.76% of the portfolio, ranked #34.
WCG Wealth Advisors first reported a position in TOTL in Q2 2022 and has held it in 12 quarters since. The position peaked at $30.6M in Q1 2025. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.
- WCG Wealth Advisors held 684,407 shares of State Street DoubleLine Total Return Tactical ETF worth $27.2M as of Q1 2026.
- WCG Wealth Advisors sold 6,036 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $243K.
- State Street DoubleLine Total Return Tactical ETF made up 0.76% of WCG Wealth Advisors's portfolio in Q1 2026, its #34 holding.
- WCG Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2022 and has held it in 12 quarters since.
- WCG Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $30.6M in Q1 2025.
- 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.
Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.