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Wilkerson Advisory Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Wilkerson Advisory Group’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
Q1 		– Sell
-46
Closed -$1.85K – 645
2025
Q4 		$1.85K Buy
+46
New +$1.86K ﹤0.01% 519

Other funds holding TOTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Wilkerson Advisory Group's TOTL Position: Q1 2026 in Review

Wilkerson Advisory Group sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2026, closing a stake of 46 shares — an estimated $1.85K sold.

Wilkerson Advisory Group first reported a position in TOTL in Q4 2025 and held it in 1 quarter. The position peaked at $1.85K in Q4 2025. 359 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.

  • Wilkerson Advisory Group reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
  • Wilkerson Advisory Group sold 46 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $1.85K.
  • Wilkerson Advisory Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and held it in 1 quarter.
  • Wilkerson Advisory Group's State Street DoubleLine Total Return Tactical ETF position peaked at $1.85K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.

Based on Wilkerson Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.