VICUS CAPITAL TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL

Ownership history in VICUS CAPITAL  ·  44 quarters on record

AI Ownership Summary

VICUS CAPITAL reported SPDR DOUBLELINE TOTAL RETURN TACTICAL (TOTL) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.04% in 2025 Q1. The latest visible filing shows TOTL at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VICUS CAPITAL's position in SPDR DOUBLELINE TOTAL RETURN TACTICAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TOTL was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VICUS CAPITAL held TOTL — position size vs. price
% of Fund (quarterly)    TOTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 319,644 +16,811 +5.6% 0.93% $12.7M 2026-04-22 $39.74
2025 Q4 ADDED 302,833 +1,692 +0.6% 0.91% $12.2M 2026-01-22 $39.59
2025 Q3 ADDED 301,141 +13,199 +4.6% 0.93% $12.2M 2025-10-24 $39.55
2025 Q2 ADDED 287,942 +9,783 +3.5% 0.96% $11.5M 2025-07-18 $37.99
2025 Q1 REDUCED 278,159 -1,919 -0.7% 1.04% $11.2M 2025-04-17 $37.57
2024 Q4 ADDED 280,078 +5,277 +1.9% 0.98% $11.0M 2025-01-30 $37.06
2024 Q3 ADDED 274,801 +46,889 +20.6% 1.01% $11.4M 2024-10-21 $37.14
2024 Q2 REDUCED 9.9% +5.5% 227,912 -25,177 -9.9% 0.82% $9.1M 2024-07-23 $36.41
2024 Q1 ADDED 253,089 +11,306 +4.7% 0.92% $10.1M 2024-04-17 $35.08
2023 Q4 REDUCED 241,783 -12,501 -4.9% 0.98% $9.7M 2024-02-01 $35.89
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About VICUS CAPITAL and TOTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has VICUS CAPITAL reported owning TOTL?

VICUS CAPITAL reported TOTL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TOTL position in VICUS CAPITAL's portfolio?

The largest reported portfolio weight for TOTL was 1.04% in 2025 Q1.

What is the latest reported TOTL position on this page?

The most recent filing on this page is 2026 Q1, when VICUS CAPITAL reported 319,644 shares, equal to 0.93% of portfolio, with an estimated market value of $12.7M.

What does the chart on this TOTL ownership page compare?

The chart compares VICUS CAPITAL's quarterly TOTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VICUS CAPITAL time their TOTL position?

Based on 13F filing dates vs. subsequent TOTL price moves, VICUS CAPITAL correctly timed 21 out of 43 reported position changes (49%). The annualised alpha on TOTL relative to SPY over the holding period was -10.4%.

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