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Planning Strategies Inc.’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Planning Strategies Inc.’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 		$172K Buy
+4,346
New +$172K 0.11% 70

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WAM
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SLWA
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WIC
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LFS
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HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

Planning Strategies Inc.'s TOTL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026: 4,346 shares worth $172K. The stake represents 0.11% of the portfolio and ranks #70 among its holdings.

125 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Planning Strategies Inc. held 4,346 shares of State Street DoubleLine Total Return Tactical ETF worth $172K as of Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street DoubleLine Total Return Tactical ETF made up 0.11% of Planning Strategies Inc.'s portfolio in Q2 2026, its #70 holding.
  • 125 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.