Worth Financial Advisory Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
KIM
Worth Financial Advisory Group's TOTL Position: Q1 2026 in Review
Worth Financial Advisory Group sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2026, closing a stake of 31,029 shares — an estimated $1.25M sold.
Worth Financial Advisory Group first reported a position in TOTL in Q4 2022 and held it in 11 quarters. The position peaked at $1.4M in Q1 2025. 355 funds tracked by Wall St. Rank hold TOTL as of Q1 2026.
- Worth Financial Advisory Group reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2026 after selling out during the quarter.
- Worth Financial Advisory Group sold 31,029 State Street DoubleLine Total Return Tactical ETF shares in Q1 2026, an estimated $1.25M.
- Worth Financial Advisory Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and held it in 11 quarters.
- Worth Financial Advisory Group's State Street DoubleLine Total Return Tactical ETF position peaked at $1.4M in Q1 2025.
- 355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2026.
Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.