AWM
DSCO

Avaii Wealth Management’s DoubleLine Securitized Credit ETF DSCO Stock Holding History

Avaii Wealth Management’s Portfolio DSCO Stock Details DSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67M Sell
147,056
-9,657
-6% -$240K 1.08% 24
2026
Q1 		$3.89M Buy
+156,713
New +$3.92M 1.36% 22

Other funds holding DSCO

FM
Family Management New York $975M AUM 23.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
JWM
Jacksonville Wealth Management Jacksonville, Florida $177M AUM 26.18% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return

Avaii Wealth Management's DSCO Position: Q2 2026 in Review

Avaii Wealth Management reduced its DoubleLine Securitized Credit ETF (DSCO) stake by 6.2% in Q2 2026, selling an estimated $240K and leaving 147,056 shares worth $3.67M. The position accounts for 1.08% of the portfolio, ranked #24.

Avaii Wealth Management first reported a position in DSCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.89M in Q1 2026. 46 funds tracked by Wall St. Rank hold DSCO as of Q2 2026.

  • Avaii Wealth Management held 147,056 shares of DoubleLine Securitized Credit ETF worth $3.67M as of Q2 2026.
  • Avaii Wealth Management sold 9,657 DoubleLine Securitized Credit ETF shares in Q2 2026, an estimated $240K.
  • DoubleLine Securitized Credit ETF made up 1.08% of Avaii Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Avaii Wealth Management first reported a position in DoubleLine Securitized Credit ETF in Q1 2026 and has held it in 2 quarters since.
  • Avaii Wealth Management's DoubleLine Securitized Credit ETF position peaked at $3.89M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held DoubleLine Securitized Credit ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.