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Doubleline Yield shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Doubleline Yield (DLY) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Doubleline Yield

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Yield held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Yield by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $294k 21k 14.07

More positions owned by MAI Wealth Advisors

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Apple Call Option (Principal) (AAPL)
NVIDIA Corporation (NVDA)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation Put Option (Principal) (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A Put Option (Principal) (GOOGL)
Amazon Put Option (Principal) (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for MAI Wealth Advisors

Top funds holding Doubleline Yield

Morgan Stanley
Wells Fargo & Company
UBS Group
Sit Investment Associates
Royal Bank of Canada
Penserra Capital Management
HighTower Advisors
1607 Capital Partners
Raymond James Financial
Bank of America Corporation
LPL Financial
Rareview Capital
Independent Financial Group
Journey Advisory Group
Pettinga Financial Advisors

View all funds holding Doubleline Yield