CoreCap Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

CoreCap Advisors’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	$7.19K	Hold	500	–	–	﹤0.01%	2186
2026 Q1	$7.3K	Hold	500	–	–	﹤0.01%	2067
2025 Q4	$7.63K	Hold	500	–	–	﹤0.01%	2062
2025 Q3	$7.79K	Hold	500	–	–	﹤0.01%	2040
2025 Q2	$7.69K	Hold	500	–	–	﹤0.01%	1969
2025 Q1	$7.82K	Hold	500	–	–	﹤0.01%	1926
2024 Q4	$7.75K	Hold	500	–	–	﹤0.01%	1862
2024 Q3	$7.91K	Buy	+500	New	+$7.87K	﹤0.01%	1859
2024 Q2	–	Sell	-500	Closed	-$7.71K	–	1832
2024 Q1	$7.71K	Buy	+500	New	+$7.63K	﹤0.01%	1809
2022 Q4	$28.2K	Buy	+1,900	New	+$27.7K	﹤0.01%	1176
2022 Q3	–	Sell	-500	Closed	-$8K	–	875
2022 Q2	$8K	Buy	+500	New	+$8.02K	﹤0.01%	1533
2022 Q1	–	Sell	-500	Closed	-$10K	–	890
2021 Q4	$10K	Buy	+500	New	+$9.65K	﹤0.01%	1541

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CoreCap Advisors's DBL Position: Q2 2026 in Review

CoreCap Advisors held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q2 2026 at 500 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

CoreCap Advisors first reported a position in DBL in Q4 2021 and has held it in 12 quarters since. The position peaked at $28.2K in Q4 2022. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

CoreCap Advisors held 500 shares of DoubleLine Opportunistic Credit Fund worth $7.19K as of Q2 2026.
CoreCap Advisors left its DoubleLine Opportunistic Credit Fund share count unchanged in Q2 2026.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2186 holding.
CoreCap Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's DoubleLine Opportunistic Credit Fund position peaked at $28.2K in Q4 2022.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.