Cetera Investment Advisers
DBL

Cetera Investment Advisers’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Cetera Investment Advisers’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 		$195K Sell
13,551
-12,399
-48% -$178K ﹤0.01% 4501
2026
Q1 		$379K Buy
25,950
+8,837
+52% +$132K ﹤0.01% 3775
2025
Q4 		$261K Buy
17,113
+5,221
+44% +$80.4K ﹤0.01% 4025
2025
Q3 		$185K Buy
+11,892
New +$183K ﹤0.01% 4174

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GP
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

Cetera Investment Advisers's DBL Position: Q2 2026 in Review

Cetera Investment Advisers reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 48% in Q2 2026, selling an estimated $178K and leaving 13,551 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #4501.

Cetera Investment Advisers first reported a position in DBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $379K in Q1 2026. 78 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Cetera Investment Advisers held 13,551 shares of DoubleLine Opportunistic Credit Fund worth $195K as of Q2 2026.
  • Cetera Investment Advisers sold 12,399 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $178K.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4501 holding.
  • Cetera Investment Advisers first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's DoubleLine Opportunistic Credit Fund position peaked at $379K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.