Belpointe Asset Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Belpointe Asset Management’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	$185K	Hold	13,175	–	–	0.01%	1078
2026 Q1	$183K	Hold	13,175	–	–	0.01%	1033
2025 Q4	$192K	Sell	13,175 -600	-4%	-$8.82K	0.01%	979
2025 Q3	$208K	Hold	13,775	–	–	0.01%	923
2025 Q2	$215K	Hold	13,775	–	–	0.01%	856
2025 Q1	$222K	Hold	13,775	–	–	0.01%	831
2024 Q4	$225K	Hold	13,775	–	–	0.01%	772
2024 Q3	$229K	Hold	13,775	–	–	0.01%	763
2024 Q2	$217K	Buy	13,775 +100	+0.7%	+$1.56K	0.02%	703
2024 Q1	$218K	Buy	+13,675	New	+$211K	0.02%	713
2023 Q1	–	Sell	-368	Closed	-$4.83K	–	3750
2022 Q4	$4.83K	Buy	+368	New	+$4.96K	﹤0.01%	2949
2022 Q2	–	Sell	-17,043	Closed	-$285K	–	1165
2022 Q1	$285K	Buy	+17,043	New	+$299K	0.02%	750

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

Belpointe Asset Management's DLY Position: Q2 2026 in Review

Belpointe Asset Management held its DoubleLine Yield Opportunities Fund (DLY) position steady in Q2 2026 at 13,175 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #1078.

Belpointe Asset Management first reported a position in DLY in Q1 2022 and has held it in 12 quarters since. The position peaked at $285K in Q1 2022. 89 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Belpointe Asset Management held 13,175 shares of DoubleLine Yield Opportunities Fund worth $185K as of Q2 2026.
Belpointe Asset Management left its DoubleLine Yield Opportunities Fund share count unchanged in Q2 2026.
DoubleLine Yield Opportunities Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1078 holding.
Belpointe Asset Management first reported a position in DoubleLine Yield Opportunities Fund in Q1 2022 and has held it in 12 quarters since.
Belpointe Asset Management's DoubleLine Yield Opportunities Fund position peaked at $285K in Q1 2022.
89 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.