Lindbrook Capital’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Lindbrook Capital’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	$66K	Hold	4,100	–	–	0.01%	869
2024 Q4	$64.9K	Buy	4,100 +1,500	+58%	+$24.3K	0.01%	706
2024 Q3	$43.1K	Hold	2,600	–	–	﹤0.01%	896
2024 Q2	$41K	Hold	2,600	–	–	﹤0.01%	880
2024 Q1	$41.4K	Hold	2,600	–	–	﹤0.01%	851
2023 Q4	$38.7K	Hold	2,600	–	–	﹤0.01%	856
2023 Q3	$38.3K	Sell	2,600 -400	-13%	-$5.82K	﹤0.01%	787
2023 Q2	$43.6K	Hold	3,000	–	–	﹤0.01%	766
2023 Q1	$42K	Buy	+3,000	New	+$42.3K	﹤0.01%	765

Other funds holding DLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Lindbrook Capital's DLY Position: Q1 2025 in Review

Lindbrook Capital held its DoubleLine Yield Opportunities Fund (DLY) position steady in Q1 2025 at 4,100 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #869.

Lindbrook Capital first reported a position in DLY in Q1 2023 and has held it in 9 quarters since. 71 funds tracked by Wall St. Rank hold DLY as of Q1 2025.

Lindbrook Capital held 4,100 shares of DoubleLine Yield Opportunities Fund worth $66K as of Q1 2025.
Lindbrook Capital left its DoubleLine Yield Opportunities Fund share count unchanged in Q1 2025.
DoubleLine Yield Opportunities Fund made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #869 holding.
Lindbrook Capital first reported a position in DoubleLine Yield Opportunities Fund in Q1 2023 and has held it in 9 quarters since.
71 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.