GWANC
DSCO

Guardian Wealth Advisors (North Carolina)’s DoubleLine Securitized Credit ETF DSCO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-5,301
Closed -$132K – 645
2026
Q1 		$132K Buy
+5,301
New +$133K 0.01% 375

Other funds holding DSCO

FM
Family Management New York $975M AUM 23.16% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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

Guardian Wealth Advisors (North Carolina)'s DSCO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of DoubleLine Securitized Credit ETF (DSCO) in Q2 2026, closing a stake of 5,301 shares — an estimated $132K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DSCO in Q1 2026 and held it in 1 quarter. The position peaked at $132K in Q1 2026. 46 funds tracked by Wall St. Rank hold DSCO as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining DoubleLine Securitized Credit ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 5,301 DoubleLine Securitized Credit ETF shares in Q2 2026, an estimated $132K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in DoubleLine Securitized Credit ETF in Q1 2026 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s DoubleLine Securitized Credit ETF position peaked at $132K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held DoubleLine Securitized Credit ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.