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

Family Management New York $975M AUM 23.16% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return

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

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Jacksonville Wealth Management Jacksonville, Florida $177M AUM 26.18% 1-Year Est. Return

Auour Investments Woburn, Massachusetts $349M AUM 13.68% 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.

45 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.
45 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.