Ignite Planners
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Ignite Planners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Ignite Planners’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 		$1.55M Buy
114,405
+2,215
+2% +$31.1K 0.2% 118
2026
Q2 		$1.61M Sell
112,190
-2,627
-2% -$37.8K 0.22% 108
2026
Q1 		$1.68M Sell
114,817
-6,722
-6% -$100K 0.26% 94
2025
Q4 		$1.84M Buy
121,539
+14,297
+13% +$220K 0.28% 82
2025
Q3 		$1.67M Buy
107,242
+1,731
+2% +$26.6K 0.27% 90
2025
Q2 		$1.6M Buy
105,511
+21,263
+25% +$329K 0.28% 92
2025
Q1 		$1.3M Buy
84,248
+939
+1% +$14.7K 0.25% 100
2024
Q4 		$1.29M Buy
83,309
+1,307
+2% +$20.3K 0.28% 84
2024
Q3 		$1.3M Buy
82,002
+1,249
+2% +$19.6K 0.3% 83
2024
Q2 		$1.26M Sell
80,753
-902
-1% -$13.6K 0.31% 83
2024
Q1 		$1.25M Buy
81,655
+391
+0.5% +$5.97K 0.35% 78
2023
Q4 		$1.24M Buy
81,264
+41,440
+104% +$605K 0.37% 72
2023
Q3 		$576K Buy
39,824
+4,120
+12% +$59.4K 0.18% 145
2023
Q2 		$526K Buy
35,704
+594
+2% +$8.62K 0.2% 110
2023
Q1 		$509K Buy
35,110
+4,893
+16% +$73.1K 0.21% 119
2022
Q4 		$466K Buy
+30,217
New +$440K 0.2% 134

Other funds holding DBL

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Ignite Planners's DBL Position: Q3 2026 in Review

Ignite Planners increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 2% in Q3 2026, buying an estimated $31.1K and bringing the position to 114,405 shares worth $1.55M. The position accounts for 0.2% of the portfolio, ranked #118.

Ignite Planners first reported a position in DBL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.84M in Q4 2025. 14 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

  • Ignite Planners held 114,405 shares of DoubleLine Opportunistic Credit Fund worth $1.55M as of Q3 2026.
  • Ignite Planners bought 2,215 DoubleLine Opportunistic Credit Fund shares in Q3 2026, an estimated $31.1K.
  • DoubleLine Opportunistic Credit Fund made up 0.2% of Ignite Planners's portfolio in Q3 2026, its #118 holding.
  • Ignite Planners first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2022 and has held it in 16 quarters since.
  • Ignite Planners's DoubleLine Opportunistic Credit Fund position peaked at $1.84M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.