Atlas Wealth’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Atlas Wealth’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$444K	Buy	+31,526	New	+$443K	0.06%	127
2023 Q4	–	Sell	-51,296	Closed	-$756K	–	93
2023 Q3	$756K	Sell	51,296 -96,148	-65%	-$1.4M	0.14%	88
2023 Q2	$2.11M	Sell	147,444 -62,707	-30%	-$882K	0.39%	53
2023 Q1	$2.94M	Buy	210,151 +13,535	+7%	+$191K	0.58%	44
2022 Q4	$2.58M	Buy	+196,616	New	+$2.65M	0.7%	33

Other funds holding DLY

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SIA

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atlas Wealth's DLY Position: Q2 2026 in Review

Atlas Wealth opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q2 2026: 31,526 shares worth $444K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in DLY as recently as Q3 2023.

Atlas Wealth first reported a position in DLY in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.94M in Q1 2023. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Atlas Wealth held 31,526 shares of DoubleLine Yield Opportunities Fund worth $444K as of Q2 2026.
DoubleLine Yield Opportunities Fund was a new Atlas Wealth position in Q2 2026.
DoubleLine Yield Opportunities Fund made up 0.06% of Atlas Wealth's portfolio in Q2 2026, its #127 holding.
Atlas Wealth first reported a position in DoubleLine Yield Opportunities Fund in Q4 2022 and has held it in 5 quarters since.
Atlas Wealth's DoubleLine Yield Opportunities Fund position peaked at $2.94M in Q1 2023.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.