USCWA
DBL

U.S. Capital Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

U.S. Capital 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 		$204K Sell
14,000
-51,774
-79% -$772K 0.01% 953
2025
Q4 		$1M Buy
65,774
+7,000
+12% +$108K 0.03% 488
2025
Q3 		$916K Buy
58,774
+11,311
+24% +$174K 0.02% 488
2025
Q2 		$730K Buy
47,463
+839
+2% +$13K 0.02% 504
2025
Q1 		$729K Sell
46,624
-1,190
-2% -$18.6K 0.02% 497
2024
Q4 		$741K Buy
47,814
+1,670
+4% +$25.9K 0.02% 475
2024
Q3 		$730K Buy
46,144
+3,850
+9% +$60.6K 0.03% 399
2024
Q2 		$650K Buy
42,294
+700
+2% +$10.5K 0.02% 408
2024
Q1 		$641K Buy
41,594
+7,270
+21% +$111K 0.02% 416
2023
Q4 		$527K Buy
34,324
+785
+2% +$11.5K 0.02% 444
2023
Q3 		$489K Sell
33,539
-171
-0.5% -$2.46K 0.02% 436
2023
Q2 		$489K Buy
33,710
+5,250
+18% +$76.2K 0.02% 449
2023
Q1 		$404K Hold
28,460
– – 0.02% 474
2022
Q4 		$423K Buy
+28,460
New +$415K 0.02% 486
2021
Q4 		– Sell
-50,545
Closed -$997K – 725
2021
Q3 		$997K Buy
+50,545
New +$1M 0.04% 383

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 $4.62B AUM 25.58% 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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return