Wealthcare Advisory Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-2,064	Closed	-$99K	–	1748
2021 Q1	$99K	Buy	+2,064	New	+$101K	0.01%	675
2020 Q2	–	Sell	-1,038	Closed	-$50K	–	1256
2020 Q1	$50K	Sell	1,038 -366	-26%	-$18K	0.01%	511
2019 Q4	$69K	Hold	1,404	–	–	0.01%	485
2019 Q3	$69K	Hold	1,404	–	–	0.01%	467
2019 Q2	$69K	Hold	1,404	–	–	0.01%	445
2019 Q1	$68K	Hold	1,404	–	–	0.01%	410
2018 Q4	$67K	Hold	1,404	–	–	0.01%	378
2018 Q3	$66K	Hold	1,404	–	–	0.01%	414
2018 Q2	$67K	Buy	1,404 +141	+11%	+$6.7K	0.01%	407
2018 Q1	$61K	Buy	1,263 +453	+56%	+$21.7K	0.01%	364
2017 Q4	$39K	Buy	810 +555	+218%	+$27.1K	0.01%	417
2017 Q3	$13K	Buy	+255	New	+$12.6K	﹤0.01%	500

Other funds holding TOTL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthcare Advisory Partners's TOTL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2021, closing a stake of 2,064 shares — an estimated $99K sold.

Wealthcare Advisory Partners first reported a position in TOTL in Q3 2017 and held it in 12 quarters. The position peaked at $99K in Q1 2021. 355 funds tracked by Wall St. Rank hold TOTL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,064 State Street DoubleLine Total Return Tactical ETF shares in Q2 2021, an estimated $99K.
Wealthcare Advisory Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $99K in Q1 2021.
355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.