Your Advocates Ltd’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Your Advocates Ltd’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
2023 Q3	–	Sell	-368	Closed	-$14.9K	–	347
2023 Q2	$14.9K	Buy	368 +4	+1%	+$163	0.01%	109
2023 Q1	$14.9K	Sell	364 -12,507	-97%	-$511K	0.01%	81
2022 Q4	$515K	Buy	12,871 +12,434	+2,845%	+$498K	0.3%	24
2022 Q3	$18K	Sell	437 -335	-43%	-$14.1K	0.01%	66
2022 Q2	$33K	Sell	772 -65	-8%	-$2.8K	0.02%	57
2022 Q1	$37K	Sell	837 -210	-20%	-$9.66K	0.02%	55
2021 Q4	$50K	Buy	1,047 +922	+738%	+$44K	0.03%	43
2021 Q3	$6K	Sell	125 -60	-32%	-$2.91K	﹤0.01%	116
2021 Q2	$9K	Buy	185 +125	+208%	+$6.04K	0.01%	91
2021 Q1	$3K	Buy	+60	New	+$2.93K	﹤0.01%	113

Other funds holding TOTL

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Your Advocates Ltd's TOTL Position: Q3 2023 in Review

Your Advocates Ltd sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2023, closing a stake of 368 shares — an estimated $14.9K sold.

Your Advocates Ltd first reported a position in TOTL in Q1 2021 and held it in 10 quarters. The position peaked at $515K in Q4 2022. 309 funds tracked by Wall St. Rank hold TOTL as of Q3 2023.

Your Advocates Ltd reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2023 after selling out during the quarter.
Your Advocates Ltd sold 368 State Street DoubleLine Total Return Tactical ETF shares in Q3 2023, an estimated $14.9K.
Your Advocates Ltd first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2021 and held it in 10 quarters.
Your Advocates Ltd's State Street DoubleLine Total Return Tactical ETF position peaked at $515K in Q4 2022.
309 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2023.

Based on Your Advocates Ltd's 13F filing for Q3 2023, filed 2 Nov 2023.