Westside Investment Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Westside Investment Management’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	$189K	Hold	4,800	–	–	0.02%	319
2026 Q1	$191K	Hold	4,800	–	–	0.03%	306
2025 Q4	$193K	Hold	4,800	–	–	0.03%	289
2025 Q3	$195K	Hold	4,800	–	–	0.03%	295
2025 Q2	$193K	Hold	4,800	–	–	0.04%	261
2025 Q1	$193K	Hold	4,800	–	–	0.04%	238
2024 Q4	$189K	Hold	4,800	–	–	0.04%	240
2024 Q3	$199K	Hold	4,800	–	–	0.04%	238
2024 Q2	$191K	Hold	4,800	–	–	0.04%	233
2024 Q1	$192K	Hold	4,800	–	–	0.05%	231
2023 Q4	$193K	Sell	4,800 -3,800	-44%	-$147K	0.05%	213
2023 Q3	$332K	Buy	8,600 +500	+6%	+$19.8K	0.1%	165
2023 Q2	$328K	Hold	8,100	–	–	0.09%	168
2023 Q1	$332K	Hold	8,100	–	–	0.1%	166
2022 Q4	$153K	Buy	8,100 +2,900	+56%	+$116K	0.38%	69
2022 Q3	$153K	Buy	5,200 +4,300	+478%	+$181K	0.37%	67
2022 Q2	$37	Hold	900	–	–	﹤0.01%	442
2022 Q1	$40	Hold	900	–	–	﹤0.01%	439
2021 Q4	$42	Hold	900	–	–	﹤0.01%	415
2021 Q3	$43	Hold	900	–	–	﹤0.01%	404
2021 Q2	$43	Hold	900	–	–	﹤0.01%	395
2021 Q1	$43	Hold	900	–	–	﹤0.01%	389
2020 Q4	$44	Hold	900	–	–	﹤0.01%	355
2020 Q3	$44	Buy	900 +600	+200%	+$29.7K	﹤0.01%	353
2020 Q2	$14	Hold	300	–	–	﹤0.01%	445
2020 Q1	$14	Buy	+300	New	+$14.7K	﹤0.01%	428
2019 Q2	$156K	Buy	+3,190	New	+$155K	0.06%	179
2018 Q4	$189K	Hold	4,000	–	–	0.07%	162
2018 Q3	$188K	Hold	4,000	–	–	0.06%	151
2018 Q2	$190K	Hold	4,000	–	–	0.07%	159
2018 Q1	$192K	Sell	4,000 -700	-15%	-$33.6K	0.11%	155
2017 Q4	$228K	Hold	4,700	–	–	0.12%	148
2017 Q3	$231K	Buy	4,700 +700	+18%	+$34.5K	0.14%	134
2017 Q2	$196K	Buy	4,000 +200	+5%	+$9.84K	0.13%	134
2017 Q1	$186K	Buy	+3,800	New	+$185K	0.09%	133

Other funds holding TOTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

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

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

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

Westside Investment Management's TOTL Position: Q2 2026 in Review

Westside Investment Management held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q2 2026 at 4,800 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #319.

Westside Investment Management first reported a position in TOTL in Q1 2017 and has held it in 35 quarters since. The position peaked at $332K in Q3 2023. 368 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Westside Investment Management held 4,800 shares of State Street DoubleLine Total Return Tactical ETF worth $189K as of Q2 2026.
Westside Investment Management left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q2 2026.
State Street DoubleLine Total Return Tactical ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #319 holding.
Westside Investment Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2017 and has held it in 35 quarters since.
Westside Investment Management's State Street DoubleLine Total Return Tactical ETF position peaked at $332K in Q3 2023.
368 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.