OIA
DLY

Optimum Investment Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Optimum Investment Advisors’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
Q3 		$115K Sell
7,636
-347
-4% -$5.35K 0.05% 244
2025
Q2 		$124K Sell
7,983
-3,816
-32% -$58.6K 0.05% 226
2025
Q1 		$190K Sell
11,799
-1,493
-11% -$24K 0.09% 175
2024
Q4 		$210K Sell
13,292
-2,393
-15% -$38.8K 0.09% 170
2024
Q3 		$260K Buy
15,685
+6
+0% +$97 0.11% 166
2024
Q2 		$247K Sell
15,679
-794
-5% -$12.4K 0.11% 168
2024
Q1 		$263K Buy
16,473
+206
+1% +$3.17K 0.12% 165
2023
Q4 		$242K Sell
16,267
-992
-6% -$14.3K 0.12% 163
2023
Q3 		$254K Buy
17,259
+6
+0% +$87 0.13% 159
2023
Q2 		$251K Buy
17,253
+6
+0% +$84 0.12% 161
2023
Q1 		$241K Buy
17,247
+3,506
+26% +$49.5K 0.13% 158
2022
Q4 		$180K Sell
13,741
-1,994
-13% -$26.9K 0.1% 196
2022
Q3 		$212K Buy
15,735
+6
+0% +$88 0.11% 179
2022
Q2 		$226K Buy
15,729
+505
+3% +$7.79K 0.11% 174
2022
Q1 		$255K Sell
15,224
-5,595
-27% -$98.2K 0.11% 178
2021
Q4 		$389K Buy
20,819
+4
+0% +$76 0.15% 137
2021
Q3 		$398K Buy
20,815
+1,004
+5% +$19.8K 0.17% 132
2021
Q2 		$396K Buy
19,811
+2,003
+11% +$39.5K 0.12% 172
2021
Q1 		$341K Buy
17,808
+1,804
+11% +$34.5K 0.1% 194
2020
Q4 		$296K Buy
16,004
+9,804
+158% +$176K 0.09% 198
2020
Q3 		$113K Buy
+6,200
New +$113K 0.04% 315

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Optimum Investment Advisors's DLY Position: Q3 2025 in Review

Optimum Investment Advisors reduced its DoubleLine Yield Opportunities Fund (DLY) stake by 4.3% in Q3 2025, selling an estimated $5.35K and leaving 7,636 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #244.

Optimum Investment Advisors first reported a position in DLY in Q3 2020 and has held it in 21 quarters since. The position peaked at $398K in Q3 2021. 91 funds tracked by Wall St. Rank hold DLY as of Q3 2025.

  • Optimum Investment Advisors held 7,636 shares of DoubleLine Yield Opportunities Fund worth $115K as of Q3 2025.
  • Optimum Investment Advisors sold 347 DoubleLine Yield Opportunities Fund shares in Q3 2025, an estimated $5.35K.
  • DoubleLine Yield Opportunities Fund made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #244 holding.
  • Optimum Investment Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2020 and has held it in 21 quarters since.
  • Optimum Investment Advisors's DoubleLine Yield Opportunities Fund position peaked at $398K in Q3 2021.
  • 91 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.