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 Q3	$218K	Sell	21,752 -4,659	-18%	-$49.3K	0.04%	121
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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Activest Wealth Management's DSL Position: Q3 2026 in Review

Activest Wealth Management reduced its DoubleLine Income Solutions Fund (DSL) stake by 18% in Q3 2026, selling an estimated $49.3K and leaving 21,752 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #121.

Activest Wealth Management first reported a position in DSL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.1M in Q1 2025. 44 funds tracked by Wall St. Rank hold DSL as of Q3 2026.

Activest Wealth Management held 21,752 shares of DoubleLine Income Solutions Fund worth $218K as of Q3 2026.
Activest Wealth Management sold 4,659 DoubleLine Income Solutions Fund shares in Q3 2026, an estimated $49.3K.
DoubleLine Income Solutions Fund made up 0.04% of Activest Wealth Management's portfolio in Q3 2026, its #121 holding.
Activest Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2023 and has held it in 12 quarters since.
Activest Wealth Management's DoubleLine Income Solutions Fund position peaked at $2.1M in Q1 2025.
44 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.