Motiv8 Investments’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Motiv8 Investments’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 Q4	$2K	Buy	+120	New	+$1.76K	﹤0.01%	739

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

IFG

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

Motiv8 Investments's DLY Position: Q4 2025 in Review

Motiv8 Investments opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q4 2025: 120 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings.

100 funds tracked by Wall St. Rank hold DLY as of Q4 2025.

Motiv8 Investments held 120 shares of DoubleLine Yield Opportunities Fund worth $2K as of Q4 2025.
DoubleLine Yield Opportunities Fund was a new Motiv8 Investments position in Q4 2025.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of Motiv8 Investments's portfolio in Q4 2025, its #739 holding.
100 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.