HIW
DBL

Holos Integrated Wealth’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Holos Integrated Wealth’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 		$5.71K Hold
400
– – ﹤0.01% 296
2026
Q1 		$5.75K Buy
+400
New +$5.96K ﹤0.01% 291

Other funds holding DBL

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Holos Integrated Wealth's DBL Position: Q2 2026 in Review

Holos Integrated Wealth held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q2 2026 at 400 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Holos Integrated Wealth first reported a position in DBL in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.75K in Q1 2026. 22 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Holos Integrated Wealth held 400 shares of DoubleLine Opportunistic Credit Fund worth $5.71K as of Q2 2026.
  • Holos Integrated Wealth left its DoubleLine Opportunistic Credit Fund share count unchanged in Q2 2026.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #296 holding.
  • Holos Integrated Wealth first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's DoubleLine Opportunistic Credit Fund position peaked at $5.75K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.