Woodmont Investment Counsel’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Woodmont Investment Counsel’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	$21M	Buy	533,286 +66,143	+14%	+$2.61M	1.15%	25
2026 Q1	$18.6M	Buy	467,143 +89,063	+24%	+$3.58M	1.14%	25
2025 Q4	$15.2M	Buy	+378,080	New	+$15.3M	0.95%	31

Other funds holding TOTL

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

MFA

Morling Financial Advisors Fremont, California $360M AUM 17.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Woodmont Investment Counsel's TOTL Position: Q2 2026 in Review

Woodmont Investment Counsel increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 14% in Q2 2026, buying an estimated $2.61M and bringing the position to 533,286 shares worth $21M. The position accounts for 1.15% of the portfolio, ranked #25.

Woodmont Investment Counsel first reported a position in TOTL in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

Woodmont Investment Counsel held 533,286 shares of State Street DoubleLine Total Return Tactical ETF worth $21M as of Q2 2026.
Woodmont Investment Counsel bought 66,143 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $2.61M.
State Street DoubleLine Total Return Tactical ETF made up 1.15% of Woodmont Investment Counsel's portfolio in Q2 2026, its #25 holding.
Woodmont Investment Counsel first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2025 and has held it in 3 quarters since.
223 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

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