Williams Jones Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
Williams Jones Wealth Management's TOTL Position: Q1 2026 in Review
Williams Jones Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2026, closing a stake of 13,350 shares — an estimated $537K sold.
Williams Jones Wealth Management first reported a position in TOTL in Q3 2023 and held it in 10 quarters. The position peaked at $554K in Q3 2024. 358 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.
- Williams Jones Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
- Williams Jones Wealth Management sold 13,350 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $537K.
- Williams Jones Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2023 and held it in 10 quarters.
- Williams Jones Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $554K in Q3 2024.
- 358 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.
Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.