TBFA
DSCO

Three Bearings Fiduciary Advisors’s DoubleLine Securitized Credit ETF DSCO Stock Holding History

Three Bearings Fiduciary Advisors’s Portfolio DSCO Stock Details DSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Hold
8,126
– – 0.18% 50
2026
Q1 		$202K Buy
+8,126
New +$203K 0.2% 47

Other funds holding DSCO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
JWM
Jacksonville Wealth Management Jacksonville, Florida $177M AUM 26.18% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return

Three Bearings Fiduciary Advisors's DSCO Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its DoubleLine Securitized Credit ETF (DSCO) position steady in Q2 2026 at 8,126 shares worth $203K. The position accounts for 0.18% of the portfolio, ranked #50.

Three Bearings Fiduciary Advisors first reported a position in DSCO in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold DSCO as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 8,126 shares of DoubleLine Securitized Credit ETF worth $203K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its DoubleLine Securitized Credit ETF share count unchanged in Q2 2026.
  • DoubleLine Securitized Credit ETF made up 0.18% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #50 holding.
  • Three Bearings Fiduciary Advisors first reported a position in DoubleLine Securitized Credit ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held DoubleLine Securitized Credit ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.