Avidian Wealth Enterprises’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Avidian Wealth Enterprises’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	$197K	Hold	14,000	–	–	0.01%	710
2026 Q1	$195K	Hold	14,000	–	–	0.01%	651
2025 Q4	$204K	Hold	14,000	–	–	0.01%	555
2025 Q3	$211K	Hold	14,000	–	–	0.01%	545
2025 Q2	$218K	Hold	14,000	–	–	0.01%	508
2025 Q1	$225K	Hold	14,000	–	–	0.01%	485
2024 Q4	$222K	Hold	14,000	–	–	0.01%	463
2024 Q3	$232K	Hold	14,000	–	–	0.01%	453
2024 Q2	$221K	Hold	14,000	–	–	0.01%	463
2024 Q1	$223K	Hold	14,000	–	–	0.01%	402
2023 Q4	$208K	Hold	14,000	–	–	0.01%	396
2023 Q3	$206K	Hold	14,000	–	–	0.01%	380
2023 Q2	$203K	Hold	14,000	–	–	0.01%	396
2023 Q1	$196K	Buy	+14,000	New	+$198K	0.01%	454

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

Avidian Wealth Enterprises's DLY Position: Q2 2026 in Review

Avidian Wealth Enterprises held its DoubleLine Yield Opportunities Fund (DLY) position steady in Q2 2026 at 14,000 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #710.

Avidian Wealth Enterprises first reported a position in DLY in Q1 2023 and has held it in 14 quarters since. The position peaked at $232K in Q3 2024. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Avidian Wealth Enterprises held 14,000 shares of DoubleLine Yield Opportunities Fund worth $197K as of Q2 2026.
Avidian Wealth Enterprises left its DoubleLine Yield Opportunities Fund share count unchanged in Q2 2026.
DoubleLine Yield Opportunities Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #710 holding.
Avidian Wealth Enterprises first reported a position in DoubleLine Yield Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
Avidian Wealth Enterprises's DoubleLine Yield Opportunities Fund position peaked at $232K in Q3 2024.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.