Ashton Thomas Private Wealth’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Ashton Thomas Private Wealth’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 Q2	$294K	Hold	20,441	–	–	0.01%	996
2026 Q1	$298K	Buy	20,441 +1,804	+10%	+$26.9K	0.01%	887
2025 Q4	$284K	Buy	18,637 +818	+5%	+$12.6K	0.01%	835
2025 Q3	$278K	Hold	17,819	–	–	0.01%	827
2025 Q2	$274K	Hold	17,819	–	–	0.01%	709
2025 Q1	$279K	Buy	17,819 +319	+2%	+$5K	0.01%	676
2024 Q4	$271K	Buy	17,500 +1,946	+13%	+$30.2K	0.01%	658
2024 Q3	$246K	Buy	15,554 +2,447	+19%	+$38.5K	0.01%	547
2024 Q2	$201K	Sell	13,107 -1,763	-12%	-$26.5K	0.01%	566
2024 Q1	$229K	Buy	14,870 +3,289	+28%	+$50.2K	0.01%	553
2023 Q4	$178K	Buy	+11,581	New	+$169K	0.01%	560

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Ashton Thomas Private Wealth's DBL Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q2 2026 at 20,441 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #996.

Ashton Thomas Private Wealth first reported a position in DBL in Q4 2023 and has held it in 11 quarters since. The position peaked at $298K in Q1 2026. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Ashton Thomas Private Wealth held 20,441 shares of DoubleLine Opportunistic Credit Fund worth $294K as of Q2 2026.
Ashton Thomas Private Wealth left its DoubleLine Opportunistic Credit Fund share count unchanged in Q2 2026.
DoubleLine Opportunistic Credit Fund made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #996 holding.
Ashton Thomas Private Wealth first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2023 and has held it in 11 quarters since.
Ashton Thomas Private Wealth's DoubleLine Opportunistic Credit Fund position peaked at $298K in Q1 2026.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.