MPWM Advisory Solutions’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

MPWM Advisory Solutions’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 Q2	–	Sell	-2,000	Closed	-$29.2K	–	583
2026 Q1	$29.2K	Hold	2,000	–	–	0.02%	241
2025 Q4	$30.5K	Hold	2,000	–	–	0.02%	218
2025 Q3	$31.2K	Hold	2,000	–	–	0.02%	204
2025 Q2	$30.8K	Hold	2,000	–	–	0.02%	200
2025 Q1	$31.3K	Hold	2,000	–	–	0.02%	189
2024 Q4	$31K	Buy	+2,000	New	+$31K	0.02%	199

Other funds holding DBL

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

MPWM Advisory Solutions's DBL Position: Q2 2026 in Review

MPWM Advisory Solutions sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2026, closing a stake of 2,000 shares — an estimated $29.2K sold.

MPWM Advisory Solutions first reported a position in DBL in Q4 2024 and held it in 6 quarters. The position peaked at $31.3K in Q1 2025. 78 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

MPWM Advisory Solutions reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2026 after selling out during the quarter.
MPWM Advisory Solutions sold 2,000 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $29.2K.
MPWM Advisory Solutions first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and held it in 6 quarters.
MPWM Advisory Solutions's DoubleLine Opportunistic Credit Fund position peaked at $31.3K in Q1 2025.
78 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.