AF
DSL

Advisornet Financial’s DoubleLine Income Solutions Fund DSL Stock Holding History

Advisornet Financial’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
2025
Q4 		– Sell
-400
Closed -$4.91K – 2275
2025
Q3 		$4.91K Hold
400
– – ﹤0.01% 1698
2025
Q2 		$4.9K Hold
400
– – ﹤0.01% 1668
2025
Q1 		$5.04K Buy
+400
New +$5.07K ﹤0.01% 1608
2023
Q2 		– Sell
-759
Closed -$8.63K – 2382
2023
Q1 		$8.63K Buy
+759
New +$9.05K ﹤0.01% 1346
2020
Q2 		– Sell
-1,000
Closed -$13K – 1801
2020
Q1 		$13K Hold
1,000
– – ﹤0.01% 1193
2019
Q4 		$20K Buy
1,000
+750
+300% +$14.9K ﹤0.01% 1180
2019
Q3 		$5K Hold
250
– – ﹤0.01% 1547
2019
Q2 		$5K Hold
250
– – ﹤0.01% 1378
2019
Q1 		$5K Buy
+250
New +$4.84K ﹤0.01% 1311

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return