SWA
DBL

Stratos Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Stratos Wealth Advisors’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
Q1 		$4.21M Buy
288,641
+29,274
+11% +$437K 0.26% 89
2025
Q4 		$3.96M Buy
259,367
+7,744
+3% +$119K 0.19% 121
2025
Q3 		$3.92M Buy
251,623
+134,396
+115% +$2.07M 0.19% 125
2025
Q2 		$1.8M Buy
117,227
+82,264
+235% +$1.27M 0.1% 226
2025
Q1 		$546K Buy
34,963
+16,104
+85% +$252K 0.03% 416
2024
Q4 		$292K Buy
+18,859
New +$292K 0.01% 587

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Advisors's DBL Position: Q1 2026 in Review

Stratos Wealth Advisors increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 11% in Q1 2026, buying an estimated $437K and bringing the position to 288,641 shares worth $4.21M. The position accounts for 0.26% of the portfolio, ranked #89.

Stratos Wealth Advisors first reported a position in DBL in Q4 2024 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

  • Stratos Wealth Advisors held 288,641 shares of DoubleLine Opportunistic Credit Fund worth $4.21M as of Q1 2026.
  • Stratos Wealth Advisors bought 29,274 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $437K.
  • DoubleLine Opportunistic Credit Fund made up 0.26% of Stratos Wealth Advisors's portfolio in Q1 2026, its #89 holding.
  • Stratos Wealth Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.