Aviance Capital Partners’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Aviance Capital Partners’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	$624K	Buy	44,367 +842	+2%	+$11.8K	0.06%	230
2026 Q1	$606K	Buy	43,525 +10,499	+32%	+$152K	0.07%	218
2025 Q4	$480K	Buy	33,026 +1,328	+4%	+$19.5K	0.06%	246
2025 Q3	$478K	Buy	31,698 +1,720	+6%	+$26.5K	0.06%	237
2025 Q2	$467K	Buy	29,978 +4,398	+17%	+$67.5K	0.06%	230
2025 Q1	$412K	Buy	25,580 +4,845	+23%	+$78K	0.06%	234
2024 Q4	$328K	Buy	20,735 +1,650	+9%	+$26.8K	0.05%	251
2024 Q3	$317K	Sell	19,085 -4,260	-18%	-$69.1K	0.04%	268
2024 Q2	$368K	Sell	23,345 -351	-1%	-$5.47K	0.05%	237
2024 Q1	$378K	Sell	23,696 -434	-2%	-$6.68K	0.06%	234
2023 Q4	$359K	Sell	24,130 -1,228	-5%	-$17.7K	0.08%	194
2023 Q3	$374K	Buy	+25,358	New	+$369K	0.08%	186

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

Aviance Capital Partners's DLY Position: Q2 2026 in Review

Aviance Capital Partners increased its DoubleLine Yield Opportunities Fund (DLY) stake by 1.9% in Q2 2026, buying an estimated $11.8K and bringing the position to 44,367 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #230.

Aviance Capital Partners first reported a position in DLY in Q3 2023 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Aviance Capital Partners held 44,367 shares of DoubleLine Yield Opportunities Fund worth $624K as of Q2 2026.
Aviance Capital Partners bought 842 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $11.8K.
DoubleLine Yield Opportunities Fund made up 0.06% of Aviance Capital Partners's portfolio in Q2 2026, its #230 holding.
Aviance Capital Partners first reported a position in DoubleLine Yield Opportunities Fund in Q3 2023 and has held it in 12 quarters since.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.