Sigma Planning Corp
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Sigma Planning Corp’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Sigma Planning Corp’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
Q3 		$203K Buy
+14,982
New +$211K 0.01% 1254
2023
Q3 		– Sell
-15,643
Closed -$227K – 1218
2023
Q2 		$227K Buy
15,643
+37
+0.2% +$537 0.01% 1050
2023
Q1 		$221K Buy
15,606
+34
+0.2% +$508 0.01% 1128
2022
Q4 		$231K Buy
15,572
+35
+0.2% +$510 0.01% 1082
2022
Q3 		$225K Sell
15,537
-910
-6% -$14.1K 0.01% 1071
2022
Q2 		$256K Buy
16,447
+31
+0.2% +$497 0.01% 1056
2022
Q1 		$275K Sell
16,416
-972
-6% -$17.2K 0.01% 1095
2021
Q4 		$333K Sell
17,388
-668
-4% -$12.9K 0.01% 1026
2021
Q3 		$356K Buy
18,056
+28
+0.2% +$555 0.01% 970
2021
Q2 		$362K Buy
18,028
+27
+0.1% +$534 0.01% 984
2021
Q1 		$355K Buy
18,001
+27
+0.2% +$534 0.01% 906
2020
Q4 		$353K Sell
17,974
-892
-5% -$17.2K 0.01% 819
2020
Q3 		$360K Buy
18,866
+26
+0.1% +$500 0.01% 731
2020
Q2 		$357K Buy
18,840
+227
+1% +$4.16K 0.02% 716
2020
Q1 		$318K Buy
18,613
+689
+4% +$13.8K 0.02% 625
2019
Q4 		$370K Buy
17,924
+25
+0.1% +$517 0.02% 704
2019
Q3 		$371K Buy
17,899
+19
+0.1% +$393 0.02% 687
2019
Q2 		$374K Buy
17,880
+66
+0.4% +$1.34K 0.02% 649
2019
Q1 		$360K Sell
17,814
-731
-4% -$14.4K 0.02% 613
2018
Q4 		$351K Sell
18,545
-12,879
-41% -$250K 0.03% 545
2018
Q3 		$646K Sell
31,424
-424
-1% -$8.86K 0.04% 403
2018
Q2 		$665K Buy
31,848
+1,670
+6% +$35.1K 0.04% 385
2018
Q1 		$652K Sell
30,178
-445
-1% -$9.6K 0.05% 363
2017
Q4 		$680K Buy
30,623
+210
+0.7% +$4.79K 0.05% 350
2017
Q3 		$731K Buy
30,413
+2,054
+7% +$50.5K 0.06% 328
2017
Q2 		$716K Buy
28,359
+350
+1% +$8.66K 0.07% 317
2017
Q1 		$668K Buy
28,009
+12,042
+75% +$282K 0.06% 317
2016
Q4 		$369K Sell
15,967
-203
-1% -$4.83K 0.04% 457
2016
Q3 		$415K Buy
16,170
+350
+2% +$9.39K 0.05% 393
2016
Q2 		$424K Buy
+15,820
New +$417K 0.06% 366

Other funds holding DBL

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Sigma Planning Corp's DBL Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in DoubleLine Opportunistic Credit Fund (DBL) in Q3 2026: 14,982 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #1254 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in DBL as recently as Q2 2023.

Sigma Planning Corp first reported a position in DBL in Q2 2016 and has held it in 30 quarters since. The position peaked at $731K in Q3 2017. 19 funds tracked by Wall St. Rank hold DBL as of Q3 2026.

  • Sigma Planning Corp held 14,982 shares of DoubleLine Opportunistic Credit Fund worth $203K as of Q3 2026.
  • DoubleLine Opportunistic Credit Fund was a new Sigma Planning Corp position in Q3 2026.
  • DoubleLine Opportunistic Credit Fund made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1254 holding.
  • Sigma Planning Corp first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2016 and has held it in 30 quarters since.
  • Sigma Planning Corp's DoubleLine Opportunistic Credit Fund position peaked at $731K in Q3 2017.
  • 19 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.