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 Q2	$4.69M	Buy	326,385 +37,744	+13%	+$543K	0.26%	91
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 $5.28B AUM 14.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Stratos Wealth Advisors's DBL Position: Q2 2026 in Review

Stratos Wealth Advisors increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 13% in Q2 2026, buying an estimated $543K and bringing the position to 326,385 shares worth $4.69M. The position accounts for 0.26% of the portfolio, ranked #91.

Stratos Wealth Advisors first reported a position in DBL in Q4 2024 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Stratos Wealth Advisors held 326,385 shares of DoubleLine Opportunistic Credit Fund worth $4.69M as of Q2 2026.
Stratos Wealth Advisors bought 37,744 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $543K.
DoubleLine Opportunistic Credit Fund made up 0.26% of Stratos Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Stratos Wealth Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.