BRWA
DLY

B. Riley Wealth Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-20,843
Closed -$336K – 1117
2025
Q1 		$336K Buy
20,843
+506
+2% +$8.14K 0.01% 920
2024
Q4 		$322K Buy
20,337
+3,201
+19% +$51.9K 0.01% 844
2024
Q3 		$284K Buy
+17,136
New +$278K 0.01% 982

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

B. Riley Wealth Advisors's DLY Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of DoubleLine Yield Opportunities Fund (DLY) in Q2 2025, closing a stake of 20,843 shares — an estimated $336K sold.

B. Riley Wealth Advisors first reported a position in DLY in Q3 2024 and held it in 3 quarters. The position peaked at $336K in Q1 2025. 80 funds tracked by Wall St. Rank hold DLY as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining DoubleLine Yield Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,843 DoubleLine Yield Opportunities Fund shares in Q2 2025, an estimated $336K.
  • B. Riley Wealth Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's DoubleLine Yield Opportunities Fund position peaked at $336K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.