Alteri Wealth’s DoubleLine Income Solutions Fund DSL Stock Holding History

Alteri Wealth’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	$167K	Sell	15,056 -45	-0.3%	-$493	0.05%	286
2026 Q1	$164K	Sell	15,101 -2,135	-12%	-$24K	0.05%	283
2025 Q4	$194K	Sell	17,236 -1,040	-6%	-$12K	0.06%	273
2025 Q3	$224K	Sell	18,276 -845	-4%	-$10.4K	0.08%	254
2025 Q2	$234K	Sell	19,121 -230	-1%	-$2.77K	0.09%	239
2025 Q1	$244K	Buy	19,351 +589	+3%	+$7.46K	0.11%	217
2024 Q4	$236K	Buy	+18,762	New	+$238K	0.07%	216

Other funds holding DSL

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WAP

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

Alteri Wealth's DSL Position: Q2 2026 in Review

Alteri Wealth reduced its DoubleLine Income Solutions Fund (DSL) stake by 0.3% in Q2 2026, selling an estimated $493 and leaving 15,056 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #286.

Alteri Wealth first reported a position in DSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $244K in Q1 2025. 70 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

Alteri Wealth held 15,056 shares of DoubleLine Income Solutions Fund worth $167K as of Q2 2026.
Alteri Wealth sold 45 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $493.
DoubleLine Income Solutions Fund made up 0.05% of Alteri Wealth's portfolio in Q2 2026, its #286 holding.
Alteri Wealth first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's DoubleLine Income Solutions Fund position peaked at $244K in Q1 2025.
70 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.