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 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 $4.93B AUM 12.22% 1-Year Est. Return

AWM

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Ashton Thomas Private Wealth's DBL Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 9.7% in Q1 2026, buying an estimated $26.9K and bringing the position to 20,441 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #887.

Ashton Thomas Private Wealth first reported a position in DBL in Q4 2023 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

Ashton Thomas Private Wealth held 20,441 shares of DoubleLine Opportunistic Credit Fund worth $298K as of Q1 2026.
Ashton Thomas Private Wealth bought 1,804 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $26.9K.
DoubleLine Opportunistic Credit Fund made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #887 holding.
Ashton Thomas Private Wealth first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2023 and has held it in 10 quarters since.
73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.