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 $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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's DBL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its DoubleLine Opportunistic Credit Fund (DBL) stake by 79% in Q1 2026, selling an estimated $772K and leaving 14,000 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #953.

U.S. Capital Wealth Advisors first reported a position in DBL in Q3 2021 and has held it in 15 quarters since. The position peaked at $1M in Q4 2025. 75 funds tracked by Wall St. Rank hold DBL as of Q1 2026.

U.S. Capital Wealth Advisors held 14,000 shares of DoubleLine Opportunistic Credit Fund worth $204K as of Q1 2026.
U.S. Capital Wealth Advisors sold 51,774 DoubleLine Opportunistic Credit Fund shares in Q1 2026, an estimated $772K.
DoubleLine Opportunistic Credit Fund made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #953 holding.
U.S. Capital Wealth Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2021 and has held it in 15 quarters since.
U.S. Capital Wealth Advisors's DoubleLine Opportunistic Credit Fund position peaked at $1M in Q4 2025.
75 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.