CFML
DSCO

COMPASS FINANCIAL MANAGEMENT LLC’s DoubleLine Securitized Credit ETF DSCO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio DSCO Stock Details DSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.76K Buy
+191
New +$4.74K ﹤0.01% 1195

Other funds holding DSCO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
JWM
Jacksonville Wealth Management Jacksonville, Florida $177M AUM 26.18% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $341M AUM 41.28% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DSCO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in DoubleLine Securitized Credit ETF (DSCO) in Q2 2026: 191 shares worth $4.76K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings.

39 funds tracked by Wall St. Rank hold DSCO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 191 shares of DoubleLine Securitized Credit ETF worth $4.76K as of Q2 2026.
  • DoubleLine Securitized Credit ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • DoubleLine Securitized Credit ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1195 holding.
  • 39 funds tracked by Wall St. Rank held DoubleLine Securitized Credit ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.