U.S. Capital Wealth Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-3,840	Closed	-$50.4K	–	857
2022 Q4	$50.4K	Sell	3,840 -12,345	-76%	-$167K	﹤0.01%	880
2022 Q3	$218K	Buy	+16,185	New	+$237K	0.01%	576
2021 Q4	–	Sell	-86,241	Closed	-$1.65M	–	726
2021 Q3	$1.65M	Buy	+86,241	New	+$1.7M	0.07%	287

Other funds holding DLY

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

U.S. Capital Wealth Advisors's DLY Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2023, closing a stake of 3,840 shares — an estimated $50.4K sold.

U.S. Capital Wealth Advisors first reported a position in DLY in Q3 2021 and held it in 3 quarters. The position peaked at $1.65M in Q3 2021. 54 funds tracked by Wall St. Rank hold DLY as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 3,840 DoubleLine Yield Opportunities Fund shares in Q1 2023, an estimated $50.4K.
U.S. Capital Wealth Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's DoubleLine Yield Opportunities Fund position peaked at $1.65M in Q3 2021.
54 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.