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 Q2	$91.4K	Sell	6,494 -702	-10%	-$9.85K	0.04%	157
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

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

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

SIA

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MPWM Advisory Solutions reduced its DoubleLine Yield Opportunities Fund (DLY) stake by 9.8% in Q2 2026, selling an estimated $9.85K and leaving 6,494 shares worth $91.4K. The position accounts for 0.04% of the portfolio, ranked #157.

MPWM Advisory Solutions first reported a position in DLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $172K in Q1 2025. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

MPWM Advisory Solutions held 6,494 shares of DoubleLine Yield Opportunities Fund worth $91.4K as of Q2 2026.
MPWM Advisory Solutions sold 702 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $9.85K.
DoubleLine Yield Opportunities Fund made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #157 holding.
MPWM Advisory Solutions first reported a position in DoubleLine Yield Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's DoubleLine Yield Opportunities Fund position peaked at $172K in Q1 2025.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

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