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Wealth Enhancement Trust Services’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Wealth Enhancement Trust Services’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 		$1.37M Buy
34,652
+11,473
+49% +$453K 0.15% 125
2026
Q1 		$921K Sell
23,179
-182
-0.8% -$7.32K 0.11% 154
2025
Q4 		$940K Buy
+23,361
New +$946K 0.12% 139

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
MFA
Morling Financial Advisors Fremont, California $360M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Enhancement Trust Services's TOTL Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 49% in Q2 2026, buying an estimated $453K and bringing the position to 34,652 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #125.

Wealth Enhancement Trust Services first reported a position in TOTL in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Wealth Enhancement Trust Services held 34,652 shares of State Street DoubleLine Total Return Tactical ETF worth $1.37M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 11,473 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $453K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.15% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #125 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.