ARS Wealth Advisors Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

ARS Wealth Advisors Group’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-12,350	Closed	-$178K	–	221
2026 Q2	$178K	Hold	12,350	–	–	0.01%	220
2026 Q1	$180K	Sell	12,350 -1,650	-12%	-$24.6K	0.02%	198
2025 Q4	$214K	Sell	14,000 -767	-5%	-$11.8K	0.02%	181
2025 Q3	$230K	Sell	14,767 -1,533	-9%	-$23.6K	0.02%	178
2025 Q2	$251K	Sell	16,300 -100	-0.6%	-$1.55K	0.03%	156
2025 Q1	$256K	Sell	16,400 -2,200	-12%	-$34.4K	0.04%	136
2024 Q4	$288K	Sell	18,600 -700	-4%	-$10.8K	0.04%	128
2024 Q3	$305K	Hold	19,300	–	–	0.04%	134
2024 Q2	$296K	Hold	19,300	–	–	0.04%	127
2024 Q1	$298K	Buy	19,300 +4,300	+29%	+$65.6K	0.04%	130
2023 Q4	$230K	Buy	+15,000	New	+$219K	0.03%	139

Other funds holding DBL

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

ARS Wealth Advisors Group's DBL Position: Q3 2026 in Review

ARS Wealth Advisors Group sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2026, closing a stake of 12,350 shares — an estimated $178K sold.

ARS Wealth Advisors Group first reported a position in DBL in Q4 2023 and held it in 11 quarters. The position peaked at $305K in Q3 2024. 24 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

ARS Wealth Advisors Group reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2026 after selling out during the quarter.
ARS Wealth Advisors Group sold 12,350 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $178K.
ARS Wealth Advisors Group first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2023 and held it in 11 quarters.
ARS Wealth Advisors Group's DoubleLine Opportunistic Credit Fund position peaked at $305K in Q3 2024.
24 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.