AWM
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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
Q3 		$3.42M Sell
140,613
-6,443
-4% -$159K 0.98% 24
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

PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avaii Wealth Management's DSCO Position: Q3 2026 in Review

Avaii Wealth Management reduced its DoubleLine Securitized Credit ETF (DSCO) stake by 4.4% in Q3 2026, selling an estimated $159K and leaving 140,613 shares worth $3.42M. The position accounts for 0.98% of the portfolio, ranked #24.

Avaii Wealth Management first reported a position in DSCO in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.89M in Q1 2026. 5 funds tracked by Wall St. Rank hold DSCO as of Q3 2026.

  • Avaii Wealth Management held 140,613 shares of DoubleLine Securitized Credit ETF worth $3.42M as of Q3 2026.
  • Avaii Wealth Management sold 6,443 DoubleLine Securitized Credit ETF shares in Q3 2026, an estimated $159K.
  • DoubleLine Securitized Credit ETF made up 0.98% of Avaii Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Avaii Wealth Management first reported a position in DoubleLine Securitized Credit ETF in Q1 2026 and has held it in 3 quarters since.
  • Avaii Wealth Management's DoubleLine Securitized Credit ETF position peaked at $3.89M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held DoubleLine Securitized Credit ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.