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Pettinga Financial Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Pettinga Financial 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
2026
Q3 		$2.3M Sell
172,040
-5,394
-3% -$74.7K 0.38% 48
2026
Q2 		$2.5M Sell
177,434
-5,769
-3% -$81K 0.4% 48
2026
Q1 		$2.55M Buy
183,203
+9,885
+6% +$143K 0.48% 46
2025
Q4 		$2.52M Buy
173,318
+33,994
+24% +$500K 0.48% 43
2025
Q3 		$2.1M Buy
+139,324
New +$2.15M 0.41% 47
2024
Q3 		– Sell
-45,102
Closed -$712K – 116
2024
Q2 		$712K Sell
45,102
-26,861
-37% -$419K 0.18% 64
2024
Q1 		$1.15M Sell
71,963
-114,892
-61% -$1.77M 0.29% 53
2023
Q4 		$2.78M Sell
186,855
-18,102
-9% -$261K 0.75% 34
2023
Q3 		$3.02M Sell
204,957
-71,170
-26% -$1.04M 0.91% 26
2023
Q2 		$4.01M Sell
276,127
-36,861
-12% -$518K 1.19% 22
2023
Q1 		$4.38M Sell
312,988
-41,519
-12% -$586K 1.37% 21
2022
Q4 		$4.65M Sell
354,507
-78,985
-18% -$1.07M 1.52% 18
2022
Q3 		$5.85M Sell
433,492
-125,660
-22% -$1.84M 2.01% 13
2022
Q2 		$8.02M Sell
559,152
-40,502
-7% -$625K 2.4% 13
2022
Q1 		$10M Buy
599,654
+25,753
+4% +$452K 2.52% 10
2021
Q4 		$10.7M Buy
573,901
+9,272
+2% +$177K 2.61% 9
2021
Q3 		$10.8M Buy
564,629
+164,495
+41% +$3.25M 2.75% 12
2021
Q2 		$8M Buy
400,134
+111,556
+39% +$2.2M 2.14% 16
2021
Q1 		$5.52M Buy
288,578
+57,021
+25% +$1.09M 1.61% 18
2020
Q4 		$4.29M Buy
231,557
+132,209
+133% +$2.37M 1.53% 19
2020
Q3 		$1.82M Buy
+99,348
New +$1.81M 0.77% 29

Other funds holding DLY

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pettinga Financial Advisors's DLY Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its DoubleLine Yield Opportunities Fund (DLY) stake by 3% in Q3 2026, selling an estimated $74.7K and leaving 172,040 shares worth $2.3M. The position accounts for 0.38% of the portfolio, ranked #48.

Pettinga Financial Advisors first reported a position in DLY in Q3 2020 and has held it in 21 quarters since. The position peaked at $10.8M in Q3 2021. 7 funds tracked by Wall St. Rank hold DLY as of Q3 2026.

  • Pettinga Financial Advisors held 172,040 shares of DoubleLine Yield Opportunities Fund worth $2.3M as of Q3 2026.
  • Pettinga Financial Advisors sold 5,394 DoubleLine Yield Opportunities Fund shares in Q3 2026, an estimated $74.7K.
  • DoubleLine Yield Opportunities Fund made up 0.38% of Pettinga Financial Advisors's portfolio in Q3 2026, its #48 holding.
  • Pettinga Financial Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2020 and has held it in 21 quarters since.
  • Pettinga Financial Advisors's DoubleLine Yield Opportunities Fund position peaked at $10.8M in Q3 2021.
  • 7 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.