Kestra Investment Management
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Kestra Investment Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-610
Closed -$9.65K – 1021
2024
Q4 		$9.65K Buy
+610
New +$9.89K ﹤0.01% 825

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UBS Group
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LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Kestra Investment Management's DLY Position: Q1 2025 in Review

Kestra Investment Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2025, closing a stake of 610 shares — an estimated $9.65K sold.

Kestra Investment Management first reported a position in DLY in Q4 2024 and held it in 1 quarter. The position peaked at $9.65K in Q4 2024. 72 funds tracked by Wall St. Rank hold DLY as of Q1 2025.

  • Kestra Investment Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 610 DoubleLine Yield Opportunities Fund shares in Q1 2025, an estimated $9.65K.
  • Kestra Investment Management first reported a position in DoubleLine Yield Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's DoubleLine Yield Opportunities Fund position peaked at $9.65K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.