Compass Financial Management’s DoubleLine Securitized Credit ETF DSCO Stock Holding History

Compass Financial Management’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

WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Jacksonville Wealth Management Jacksonville, Florida $177M AUM 26.18% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $341M AUM 41.28% 1-Year Est. Return

Compass Financial Management's DSCO Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
DoubleLine Securitized Credit ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1195 holding.
45 funds tracked by Wall St. Rank held DoubleLine Securitized Credit ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.