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Integrated Capital Management (Pennsylvania)’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Integrated Capital Management (Pennsylvania)’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$323K Buy
+24,163
New +$335K 0.23% 34

Other funds holding DLY

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Integrated Capital Management (Pennsylvania)'s DLY Position: Q3 2026 in Review

Integrated Capital Management (Pennsylvania) opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q3 2026: 24,163 shares worth $323K. The stake represents 0.23% of the portfolio and ranks #34 among its holdings.

7 funds tracked by Wall St. Rank hold DLY as of Q3 2026.

  • Integrated Capital Management (Pennsylvania) held 24,163 shares of DoubleLine Yield Opportunities Fund worth $323K as of Q3 2026.
  • DoubleLine Yield Opportunities Fund was a new Integrated Capital Management (Pennsylvania) position in Q3 2026.
  • DoubleLine Yield Opportunities Fund made up 0.23% of Integrated Capital Management (Pennsylvania)'s portfolio in Q3 2026, its #34 holding.
  • 7 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2026.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q3 2026, filed 9 Oct 2026.