Ashton Thomas Private Wealth
DBL icon

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
Q3 		$254K Sell
18,752
-1,689
-8% -$23.8K 0.01% 1080
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

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $536M AUM 16.77% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Ashton Thomas Private Wealth's DBL Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 8.3% in Q3 2026, selling an estimated $23.8K and leaving 18,752 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #1080.

Ashton Thomas Private Wealth first reported a position in DBL in Q4 2023 and has held it in 12 quarters since. The position peaked at $298K in Q1 2026. 52 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

  • Ashton Thomas Private Wealth held 18,752 shares of DoubleLine Opportunistic Credit Fund worth $254K as of Q3 2026.
  • Ashton Thomas Private Wealth sold 1,689 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $23.8K.
  • DoubleLine Opportunistic Credit Fund made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1080 holding.
  • Ashton Thomas Private Wealth first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2023 and has held it in 12 quarters since.
  • Ashton Thomas Private Wealth's DoubleLine Opportunistic Credit Fund position peaked at $298K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.