Walser Wealth Management’s DoubleLine Securitized Credit ETF DSCO Stock Holding History

Walser Wealth Management’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	$362K	Buy	+14,526	New	+$361K	0.15%	142

Other funds holding DSCO

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return

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

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Walser Wealth Management's DSCO Position: Q2 2026 in Review

Walser Wealth Management opened a new position in DoubleLine Securitized Credit ETF (DSCO) in Q2 2026: 14,526 shares worth $362K. The stake represents 0.15% of the portfolio and ranks #142 among its holdings.

12 funds tracked by Wall St. Rank hold DSCO as of Q2 2026.

Walser Wealth Management held 14,526 shares of DoubleLine Securitized Credit ETF worth $362K as of Q2 2026.
DoubleLine Securitized Credit ETF was a new Walser Wealth Management position in Q2 2026.
DoubleLine Securitized Credit ETF made up 0.15% of Walser Wealth Management's portfolio in Q2 2026, its #142 holding.
12 funds tracked by Wall St. Rank held DoubleLine Securitized Credit ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.