Apriem Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Apriem 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 Q1	$187K	Hold	17,300	–	–	0.02%	184
2025 Q4	$195K	Sell	17,300 -5,000	-22%	-$57.8K	0.02%	189
2025 Q3	$274K	Hold	22,300	–	–	0.03%	153
2025 Q2	$273K	Hold	22,300	–	–	0.03%	153
2025 Q1	$281K	Buy	22,300 +3,000	+16%	+$38K	0.03%	148
2024 Q4	$243K	Buy	19,300 +8,000	+71%	+$102K	0.03%	166
2024 Q3	$147K	Buy	+11,300	New	+$144K	0.02%	173
2024 Q2	–	Sell	-10,800	Closed	-$137K	–	176
2024 Q1	$137K	Hold	10,800	–	–	0.02%	170
2023 Q4	$132K	Hold	10,800	–	–	0.02%	149
2023 Q3	$127K	Hold	10,800	–	–	0.02%	139
2023 Q2	$129K	Hold	10,800	–	–	0.02%	141
2023 Q1	$123K	Sell	10,800 -1,320	-11%	-$15.7K	0.02%	148
2022 Q4	$134K	Sell	12,120 -1,500	-11%	-$17K	0.02%	140
2022 Q3	$147K	Sell	13,620 -1,300	-9%	-$16K	0.03%	135
2022 Q2	$181K	Sell	14,920 -500	-3%	-$6.6K	0.03%	134
2022 Q1	$224K	Hold	15,420	–	–	0.03%	132
2021 Q4	$249K	Sell	15,420 -1,000	-6%	-$17.1K	0.04%	128
2021 Q3	$292K	Buy	16,420 +1,000	+6%	+$17.9K	0.04%	120
2021 Q2	$279K	Buy	15,420 +1,000	+7%	+$18.1K	0.04%	126
2021 Q1	$262K	Sell	14,420 -2,800	-16%	-$48.5K	0.04%	127
2020 Q4	$286K	Sell	17,220 -2,600	-13%	-$42.2K	0.05%	106
2020 Q3	$318K	Buy	19,820 +600	+3%	+$9.61K	0.06%	97
2020 Q2	$295K	Buy	19,220 +2,159	+13%	+$29.9K	0.06%	94
2020 Q1	$228K	Sell	17,061 -22	-0.1%	-$404	0.06%	97
2019 Q4	$338K	Buy	17,083 +4,000	+31%	+$79.4K	0.06%	94
2019 Q3	$261K	Buy	+13,083	New	+$261K	0.06%	106
2019 Q1	–	Sell	-46,168	Closed	-$800K	–	133
2018 Q4	$800K	Buy	46,168 +1,888	+4%	+$35.1K	0.28%	58
2018 Q3	$894K	Buy	44,280 +3,356	+8%	+$67.9K	0.2%	62
2018 Q2	$818K	Sell	40,924 -1,323	-3%	-$26.7K	0.18%	61
2018 Q1	$848K	Sell	42,247 -1,224	-3%	-$24.6K	0.21%	52
2017 Q4	$878K	Sell	43,471 -39	-0.1%	-$803	0.22%	53
2017 Q3	$925K	Sell	43,510 -1,089	-2%	-$22.8K	0.23%	52
2017 Q2	$921K	Sell	44,599 -344	-0.8%	-$7.09K	0.24%	58
2017 Q1	$902K	Sell	44,943 -3,359	-7%	-$66.4K	0.25%	56
2016 Q4	$917K	Sell	48,302 -799	-2%	-$14.8K	0.27%	54
2016 Q3	$940K	Sell	49,101 -4,684	-9%	-$89.1K	0.28%	55
2016 Q2	$987K	Sell	53,785 -513	-0.9%	-$9.15K	0.32%	47
2016 Q1	$913K	Sell	54,298 -7,844	-13%	-$125K	0.36%	48
2015 Q4	$1.01M	Sell	62,142 -1,199	-2%	-$20.5K	0.36%	43
2015 Q3	$1.09M	Buy	63,341 +4,967	+9%	+$93.4K	0.41%	45
2015 Q2	$1.15M	Buy	58,374 +56,574	+3,143%	+$1.15M	0.4%	53
2015 Q1	$36K	Buy	1,800 +21	+1%	+$420	0.01%	237
2014 Q4	$35K	Buy	1,779 +1,012	+132%	+$21.1K	0.01%	229
2014 Q3	$17K	Buy	+767	New	+$16.6K	0.01%	318

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apriem Advisors's DSL Position: Q1 2026 in Review

Apriem Advisors held its DoubleLine Income Solutions Fund (DSL) position steady in Q1 2026 at 17,300 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #184.

Apriem Advisors first reported a position in DSL in Q3 2014 and has held it in 44 quarters since. The position peaked at $1.15M in Q2 2015. 175 funds tracked by Wall St. Rank hold DSL as of Q1 2026.

Apriem Advisors held 17,300 shares of DoubleLine Income Solutions Fund worth $187K as of Q1 2026.
Apriem Advisors left its DoubleLine Income Solutions Fund share count unchanged in Q1 2026.
DoubleLine Income Solutions Fund made up 0.02% of Apriem Advisors's portfolio in Q1 2026, its #184 holding.
Apriem Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2014 and has held it in 44 quarters since.
Apriem Advisors's DoubleLine Income Solutions Fund position peaked at $1.15M in Q2 2015.
175 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.