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Doubleline Etf Trust shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Doubleline Etf Trust (DCRE) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Doubleline Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Etf Trust held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Etf Trust by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $754k 15k 51.46
2024-09-30 $706k 14k 51.98
2024-06-30 $707k 14k 51.39
2024-03-31 $381k 7.4k 51.25

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Opus Small Cap Value Etf Etf (OSCV)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Home Depot Stock (HD)
Microsoft Stock (MSFT)

View all positions for Sugarloaf Wealth Management

Top funds holding Doubleline Etf Trust

Gradient Investments
Sanctuary Advisors
Kathmere Capital Management
Envestnet Asset Management
Motley Fool Wealth Management
Diversified
Seascape Capital Management
Leavell Investment Management
Foundations Investment Advisors
Saxon Interests
Baldwin Brothers
Raymond James & Associates
Belpointe Asset Management
Royal Bank of Canada
Centaurus Financial

View all funds holding Doubleline Etf Trust