MPWM Advisory Solutions’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

MPWM Advisory Solutions’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 Q1	$100K	Buy	7,196 +94	+1%	+$1.36K	0.05%	137
2025 Q4	$103K	Sell	7,102 -61	-0.9%	-$896	0.06%	125
2025 Q3	$108K	Sell	7,163 -3,615	-34%	-$55.7K	0.06%	111
2025 Q2	$168K	Buy	10,778 +81	+0.8%	+$1.24K	0.11%	91
2025 Q1	$172K	Buy	10,697 +76	+0.7%	+$1.22K	0.12%	73
2024 Q4	$168K	Buy	+10,621	New	+$172K	0.12%	81

Other funds holding DLY

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

MPWM Advisory Solutions's DLY Position: Q1 2026 in Review

MPWM Advisory Solutions increased its DoubleLine Yield Opportunities Fund (DLY) stake by 1.3% in Q1 2026, buying an estimated $1.36K and bringing the position to 7,196 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #137.

MPWM Advisory Solutions first reported a position in DLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $172K in Q1 2025. 95 funds tracked by Wall St. Rank hold DLY as of Q1 2026.

MPWM Advisory Solutions held 7,196 shares of DoubleLine Yield Opportunities Fund worth $100K as of Q1 2026.
MPWM Advisory Solutions bought 94 DoubleLine Yield Opportunities Fund shares in Q1 2026, an estimated $1.36K.
DoubleLine Yield Opportunities Fund made up 0.05% of MPWM Advisory Solutions's portfolio in Q1 2026, its #137 holding.
MPWM Advisory Solutions first reported a position in DoubleLine Yield Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's DoubleLine Yield Opportunities Fund position peaked at $172K in Q1 2025.
95 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.