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Win Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Win Advisors’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
2022
Q2 		– Sell
-75
Closed -$3K – 212
2022
Q1 		$3K Buy
+75
New +$3.45K ﹤0.01% 176

Other funds holding TOTL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Win Advisors's TOTL Position: Q2 2022 in Review

Win Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2022, closing a stake of 75 shares — an estimated $3K sold.

Win Advisors first reported a position in TOTL in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 326 funds tracked by Wall St. Rank hold TOTL as of Q2 2022.

  • Win Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2022 after selling out during the quarter.
  • Win Advisors sold 75 State Street DoubleLine Total Return Tactical ETF shares in Q2 2022, an estimated $3K.
  • Win Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2022 and held it in 1 quarter.
  • Win Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $3K in Q1 2022.
  • 326 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.