Cetera Investment Advisers
DLY

Cetera Investment Advisers’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Cetera Investment Advisers’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
Q1 		$519K Sell
37,268
-2,933
-7% -$42.6K ﹤0.01% 3477
2025
Q4 		$585K Buy
40,201
+1,887
+5% +$27.7K ﹤0.01% 3294
2025
Q3 		$578K Buy
38,314
+12,779
+50% +$197K ﹤0.01% 3258
2025
Q2 		$398K Buy
25,535
+1,948
+8% +$29.9K ﹤0.01% 3146
2025
Q1 		$380K Buy
23,587
+308
+1% +$4.96K ﹤0.01% 3080
2024
Q4 		$369K Sell
23,279
-284
-1% -$4.61K ﹤0.01% 2938
2024
Q3 		$391K Buy
23,563
+2,164
+10% +$35.1K ﹤0.01% 2856
2024
Q2 		$338K Buy
21,399
+2,914
+16% +$45.4K ﹤0.01% 2923
2024
Q1 		$295K Buy
+18,485
New +$285K ﹤0.01% 3057

Other funds holding DLY

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return