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 Q3	$6.78K	Hold	500	–	–	﹤0.01%	2182
2026 Q2	$7.19K	Hold	500	–	–	﹤0.01%	2186
2026 Q1	$7.3K	Hold	500	–	–	﹤0.01%	2067
2025 Q4	$7.62K	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	+$9.7K	﹤0.01%	1541

Other funds holding DBL

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

CoreCap Advisors's DBL Position: Q3 2026 in Review

CoreCap Advisors held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q3 2026 at 500 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

CoreCap Advisors first reported a position in DBL in Q4 2021 and has held it in 13 quarters since. The position peaked at $28.2K in Q4 2022. 19 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

CoreCap Advisors held 500 shares of DoubleLine Opportunistic Credit Fund worth $6.78K as of Q3 2026.
CoreCap Advisors left its DoubleLine Opportunistic Credit Fund share count unchanged in Q3 2026.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2182 holding.
CoreCap Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's DoubleLine Opportunistic Credit Fund position peaked at $28.2K in Q4 2022.
19 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.