ARA
DSL

Approach Retirement Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Approach Retirement Advisors’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 		$384K Buy
34,739
+1,015
+3% +$11.1K 0.28% 58
2026
Q1 		$365K Buy
33,724
+974
+3% +$11K 0.3% 57
2025
Q4 		$369K Buy
+32,750
New +$379K 0.32% 57

Other funds holding DSL

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
RC
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

Approach Retirement Advisors's DSL Position: Q2 2026 in Review

Approach Retirement Advisors increased its DoubleLine Income Solutions Fund (DSL) stake by 3% in Q2 2026, buying an estimated $11.1K and bringing the position to 34,739 shares worth $384K. The position accounts for 0.28% of the portfolio, ranked #58.

Approach Retirement Advisors first reported a position in DSL in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold DSL as of Q2 2026.

  • Approach Retirement Advisors held 34,739 shares of DoubleLine Income Solutions Fund worth $384K as of Q2 2026.
  • Approach Retirement Advisors bought 1,015 DoubleLine Income Solutions Fund shares in Q2 2026, an estimated $11.1K.
  • DoubleLine Income Solutions Fund made up 0.28% of Approach Retirement Advisors's portfolio in Q2 2026, its #58 holding.
  • Approach Retirement Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.