AWS
DSL

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

Atria Wealth Solutions’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
Q2 		$865K Buy
70,692
+6,475
+10% +$78K 0.02% 702
2025
Q1 		$810K Sell
64,217
-26,971
-30% -$342K 0.01% 965
2024
Q4 		$1.15M Buy
91,188
+8,498
+10% +$108K 0.01% 876
2024
Q3 		$1.07M Buy
82,690
+9,015
+12% +$115K 0.01% 887
2024
Q2 		$922K Sell
73,675
-5,274
-7% -$65.6K 0.01% 930
2024
Q1 		$1M Sell
78,949
-12,533
-14% -$157K 0.01% 908
2023
Q4 		$1.12M Buy
91,482
+5,250
+6% +$60.4K 0.01% 818
2023
Q3 		$1.01M Sell
86,232
-17,382
-17% -$208K 0.01% 806
2023
Q2 		$1.23M Sell
103,614
-20
-0% -$233 0.02% 756
2023
Q1 		$1.18M Sell
103,634
-8,552
-8% -$102K 0.02% 732
2022
Q4 		$1.24M Sell
112,186
-2,205
-2% -$25K 0.02% 663
2022
Q3 		$1.24M Sell
114,391
-44,996
-28% -$552K 0.02% 643
2022
Q2 		$1.93M Sell
159,387
-12,693
-7% -$168K 0.04% 455
2022
Q1 		$2.5M Buy
+172,080
New +$2.59M 0.04% 420

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return