Avior Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Avior Wealth Management’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.57M	Buy	596,287 +22,321	+4%	+$321K	0.23%	91
2026 Q1	$8.38M	Buy	+573,966	New	+$8.56M	0.24%	90
2020 Q1	–	Sell	-4,653	Closed	-$96K	–	795
2019 Q4	$96K	Buy	+4,653	New	+$96.3K	0.02%	432

Other funds holding DBL

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

JAG

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

IFG

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Avior Wealth Management's DBL Position: Q2 2026 in Review

Avior Wealth Management increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 3.9% in Q2 2026, buying an estimated $321K and bringing the position to 596,287 shares worth $8.57M. The position accounts for 0.23% of the portfolio, ranked #91.

Avior Wealth Management first reported a position in DBL in Q4 2019 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Avior Wealth Management held 596,287 shares of DoubleLine Opportunistic Credit Fund worth $8.57M as of Q2 2026.
Avior Wealth Management bought 22,321 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $321K.
DoubleLine Opportunistic Credit Fund made up 0.23% of Avior Wealth Management's portfolio in Q2 2026, its #91 holding.
Avior Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2019 and has held it in 3 quarters since.
47 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.