Total Clarity Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Total Clarity Wealth Management’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
2025 Q2	–	Sell	-13,932	Closed	-$221K	–	302
2025 Q1	$221K	Hold	13,932	–	–	0.07%	235
2024 Q4	$221K	Buy	13,932 +950	+7%	+$15.4K	0.07%	235
2024 Q3	$215K	Buy	12,982 +917	+8%	+$14.9K	0.07%	233
2024 Q2	$190K	Buy	12,065 +218	+2%	+$3.4K	0.07%	234
2024 Q1	$189K	Buy	+11,847	New	+$182K	0.07%	256

Other funds holding DLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Total Clarity Wealth Management's DLY Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q2 2025, closing a stake of 13,932 shares — an estimated $221K sold.

Total Clarity Wealth Management first reported a position in DLY in Q1 2024 and held it in 5 quarters. The position peaked at $221K in Q1 2025. 80 funds tracked by Wall St. Rank hold DLY as of Q2 2025.

Total Clarity Wealth Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 13,932 DoubleLine Yield Opportunities Fund shares in Q2 2025, an estimated $221K.
Total Clarity Wealth Management first reported a position in DoubleLine Yield Opportunities Fund in Q1 2024 and held it in 5 quarters.
Total Clarity Wealth Management's DoubleLine Yield Opportunities Fund position peaked at $221K in Q1 2025.
80 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.