WJ Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
WJ Wealth Management's TOTL Position: Q1 2026 in Review
WJ Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 56% in Q1 2026, buying an estimated $229K and bringing the position to 15,909 shares worth $632K. The position accounts for 0.3% of the portfolio, ranked #47.
WJ Wealth Management first reported a position in TOTL in Q3 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.
- WJ Wealth Management held 15,909 shares of State Street DoubleLine Total Return Tactical ETF worth $632K as of Q1 2026.
- WJ Wealth Management bought 5,699 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $229K.
- State Street DoubleLine Total Return Tactical ETF made up 0.3% of WJ Wealth Management's portfolio in Q1 2026, its #47 holding.
- WJ Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2025 and has held it in 3 quarters since.
- 357 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.
Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.