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 $823M AUM 27.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Atria Wealth Solutions's DSL Position: Q2 2025 in Review

Atria Wealth Solutions increased its DoubleLine Income Solutions Fund (DSL) stake by 10% in Q2 2025, buying an estimated $78K and bringing the position to 70,692 shares worth $865K. The position accounts for 0.02% of the portfolio, ranked #702.

Atria Wealth Solutions first reported a position in DSL in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.5M in Q1 2022. 187 funds tracked by Wall St. Rank hold DSL as of Q2 2025.

Atria Wealth Solutions held 70,692 shares of DoubleLine Income Solutions Fund worth $865K as of Q2 2025.
Atria Wealth Solutions bought 6,475 DoubleLine Income Solutions Fund shares in Q2 2025, an estimated $78K.
DoubleLine Income Solutions Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #702 holding.
Atria Wealth Solutions first reported a position in DoubleLine Income Solutions Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's DoubleLine Income Solutions Fund position peaked at $2.5M in Q1 2022.
187 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.