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 Q2	$538K	Buy	38,208 +940	+3%	+$13.2K	﹤0.01%	3638
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

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

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

Cetera Investment Advisers increased its DoubleLine Yield Opportunities Fund (DLY) stake by 2.5% in Q2 2026, buying an estimated $13.2K and bringing the position to 38,208 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #3638.

Cetera Investment Advisers first reported a position in DLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $585K in Q4 2025. 89 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

Cetera Investment Advisers held 38,208 shares of DoubleLine Yield Opportunities Fund worth $538K as of Q2 2026.
Cetera Investment Advisers bought 940 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $13.2K.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3638 holding.
Cetera Investment Advisers first reported a position in DoubleLine Yield Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's DoubleLine Yield Opportunities Fund position peaked at $585K in Q4 2025.
89 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

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