Atria Wealth Solutions’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$967K	Buy	62,055 +8,816	+17%	+$135K	0.02%	648
2025 Q1	$857K	Sell	53,239 -24,878	-32%	-$400K	0.01%	951
2024 Q4	$1.24M	Buy	78,117 +15,045	+24%	+$244K	0.01%	842
2024 Q3	$1.05M	Buy	63,072 +18,055	+40%	+$293K	0.01%	898
2024 Q2	$710K	Buy	45,017 +866	+2%	+$13.5K	0.01%	1050
2024 Q1	$704K	Buy	44,151 +4,621	+12%	+$71.2K	0.01%	1073
2023 Q4	$588K	Buy	39,530 +10,213	+35%	+$147K	0.01%	1131
2023 Q3	$432K	Sell	29,317 -11,437	-28%	-$166K	0.01%	1198
2023 Q2	$592K	Buy	40,754 +26,508	+186%	+$373K	0.01%	1073
2023 Q1	$199K	Sell	14,246 -930	-6%	-$13.1K	﹤0.01%	1680
2022 Q4	$199K	Buy	15,176 +161	+1%	+$2.17K	﹤0.01%	1617
2022 Q3	$204K	Sell	15,015 -4,527	-23%	-$66.2K	﹤0.01%	1543
2022 Q2	$280K	Buy	19,542 +2,578	+15%	+$39.8K	0.01%	1251
2022 Q1	$284K	Buy	+16,964	New	+$298K	﹤0.01%	1349

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

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

LWM

LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Atria Wealth Solutions's DLY Position: Q2 2025 in Review

Atria Wealth Solutions increased its DoubleLine Yield Opportunities Fund (DLY) stake by 17% in Q2 2025, buying an estimated $135K and bringing the position to 62,055 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #648.

Atria Wealth Solutions first reported a position in DLY in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2024. 80 funds tracked by Wall St. Rank hold DLY as of Q2 2025.

Atria Wealth Solutions held 62,055 shares of DoubleLine Yield Opportunities Fund worth $967K as of Q2 2025.
Atria Wealth Solutions bought 8,816 DoubleLine Yield Opportunities Fund shares in Q2 2025, an estimated $135K.
DoubleLine Yield Opportunities Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #648 holding.
Atria Wealth Solutions first reported a position in DoubleLine Yield Opportunities Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's DoubleLine Yield Opportunities Fund position peaked at $1.24M in Q4 2024.
80 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.