Activest Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Activest Wealth Management’s Portfolio DSL Stock Details DSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$292K	Sell	26,411 -106,961	-80%	-$1.17M	0.06%	100
2026 Q1	$1.44M	Buy	133,372 +18,475	+16%	+$208K	0.25%	44
2025 Q4	$1.29M	Sell	114,897 -53,759	-32%	-$621K	0.24%	44
2025 Q3	$2.07M	Buy	168,656 +8,105	+5%	+$99.5K	0.42%	26
2025 Q2	$1.97M	Sell	160,551 -5,821	-3%	-$70.1K	0.47%	24
2025 Q1	$2.1M	Buy	166,372 +22,000	+15%	+$279K	0.56%	26
2024 Q4	$1.81M	Hold	144,372	–	–	0.51%	27
2024 Q3	$1.87M	Buy	144,372 +10,731	+8%	+$137K	0.58%	25
2024 Q2	$1.67M	Buy	133,641 +110,589	+480%	+$1.38M	0.55%	24
2024 Q1	$293K	Buy	23,052 +21,464	+1,352%	+$270K	0.14%	48
2023 Q4	$19.4K	Buy	+1,588	New	+$18.3K	0.01%	149

Other funds holding DSL

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RIG

Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

PFA

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

ARA

Approach Retirement Advisors Vestavia, Alabama $138M AUM

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Activest Wealth Management's DSL Position: Q2 2026 in Review

Activest Wealth Management reduced its DoubleLine Income Solutions Fund (DSL) stake by 80% in Q2 2026, selling an estimated $1.17M and leaving 26,411 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #100.

Activest Wealth Management first reported a position in DSL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q1 2025. 23 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Activest Wealth Management held 26,411 shares of DoubleLine Income Solutions Fund worth $292K as of Q2 2026.
Activest Wealth Management sold 106,961 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $1.17M.
DoubleLine Income Solutions Fund made up 0.06% of Activest Wealth Management's portfolio in Q2 2026, its #100 holding.
Activest Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2023 and has held it in 11 quarters since.
Activest Wealth Management's DoubleLine Income Solutions Fund position peaked at $2.1M in Q1 2025.
23 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.