ZBNA
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Zions Bancorporation, National Association’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Zions Bancorporation, National Association’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 		– Sell
-315
Closed -$12.5K – 1714
2026
Q1 		$12.5K Buy
+315
New +$12.7K ﹤0.01% 839

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Zions Bancorporation, National Association's TOTL Position: Q2 2026 in Review

Zions Bancorporation, National Association sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2026, closing a stake of 315 shares — an estimated $12.5K sold.

Zions Bancorporation, National Association first reported a position in TOTL in Q1 2026 and held it in 1 quarter. The position peaked at $12.5K in Q1 2026. 163 funds tracked by Wall St. Rank hold TOTL as of Q2 2026.

  • Zions Bancorporation, National Association reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2026 after selling out during the quarter.
  • Zions Bancorporation, National Association sold 315 State Street DoubleLine Total Return Tactical ETF shares in Q2 2026, an estimated $12.5K.
  • Zions Bancorporation, National Association first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2026 and held it in 1 quarter.
  • Zions Bancorporation, National Association's State Street DoubleLine Total Return Tactical ETF position peaked at $12.5K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.